Sequoia Financial Advisors, LLC: DDS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on DDS, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 1,703 DDS shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 1,703 sharesChange vs previous 13F -87 shares
<0.01% of the 13F portfolio, value $899,900.
13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,790 sharesChange vs previous 13F -247 shares
0.01% of the 13F portfolio, value $1,024,077.
13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,037 sharesChange vs previous 13F +470 shares
0.01% of the 13F portfolio, value $1,235,115.
13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,567 sharesChange vs previous 13F +117 shares
0.01% of the 13F portfolio, value $962,891.
13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 1,450 sharesChange vs previous 13F +403 shares
<0.01% of the 13F portfolio, value $605,854.
13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 1,047 sharesChange vs previous 13F +35 shares
<0.01% of the 13F portfolio, value $374,963.
13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 1,012 sharesChange vs previous 13F +5 shares
<0.01% of the 13F portfolio, value $436,921.
13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,007 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $386,376.
13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).