Skip to main content

Sequoia Financial Advisors, LLC

Position in CLFD — Clearfield, Inc.

CIK 1599900 Akron, OH

Position in CLFD

as of Jun 30, 2026 · filed Jul 17, 2026
Position Value
$567,803
+$238,702 QoQ
Shares Held
14,270
+14.8% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 8 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CLFD Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $44,410,163 across 14 Communication Equipment names. CLFD ranks #10 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CLFD

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $567,803 14,270
2026-03-31 $329,101 12,433
2025-12-31 $612,820 21,023
2025-09-30 $723,664 21,049
2025-06-30 $982,194 22,626
2025-03-31 $668,729 22,501
2024-12-31 $232,655 7,505