Skip to content
Disclosery

Sequoia Financial Advisors, LLC: ICSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on ICSH, newest first. How the timeline and the estimate are built.

Sequoia Financial Advisors, LLC held 100,669 ICSH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,669 shares
    Change vs previous 13F +1,024 shares

    0.03% of the 13F portfolio, value $5,091,839.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 99,645 shares
    Change vs previous 13F -10,995 shares

    0.03% of the 13F portfolio, value $5,044,030.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 110,640 shares
    Change vs previous 13F +42,501 shares

    0.03% of the 13F portfolio, value $5,596,172.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 68,139 shares
    Change vs previous 13F +61,079 shares

    0.02% of the 13F portfolio, value $3,458,036.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 7,060 shares
    Change vs previous 13F +1,700 shares

    <0.01% of the 13F portfolio, value $358,013.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 5,360 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $271,752.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).