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Sequoia Financial Advisors, LLC: AVDV position timeline

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

Sequoia Financial Advisors, LLC held 622,801 AVDV 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 622,801 shares
    Change vs previous 13F -24,381 shares

    0.32% of the 13F portfolio, value $64,179,685.

    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 647,182 shares
    Change vs previous 13F +10,637 shares

    0.36% of the 13F portfolio, value $64,627,592.

    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 636,545 shares
    Change vs previous 13F +699 shares

    0.33% of the 13F portfolio, value $59,816,136.

    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 635,846 shares
    Change vs previous 13F +36,739 shares

    0.35% of the 13F portfolio, value $56,609,345.

    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 599,107 shares
    Change vs previous 13F +18,503 shares

    0.33% of the 13F portfolio, value $47,497,183.

    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 580,604 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $40,491,305.

    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).