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Sequoia Financial Advisors, LLC: DELL position timeline

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

Sequoia Financial Advisors, LLC held 50,146 DELL 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 50,146 shares
    Change vs previous 13F +2,176 shares

    0.11% of the 13F portfolio, value $21,636,077.

    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 47,970 shares
    Change vs previous 13F +5,090 shares

    0.04% of the 13F portfolio, value $7,873,336.

    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 42,880 shares
    Change vs previous 13F +42 shares

    0.03% of the 13F portfolio, value $5,397,687.

    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 42,838 shares
    Change vs previous 13F +2,355 shares

    0.04% of the 13F portfolio, value $6,073,142.

    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 40,483 shares
    Change vs previous 13F +5,434 shares

    0.03% of the 13F portfolio, value $4,963,276.

    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 35,049 shares
    Change vs previous 13F -564 shares

    0.02% of the 13F portfolio, value $3,194,744.

    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).

  7. period ended2024-12-31
    13F/A 35,613 shares
    Change vs previous 13F +1,469 shares

    0.04% of the 13F portfolio, value $4,104,040.

    13F-HR/A 0001085146-25-004759 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).

  8. period ended2024-09-30
    13F 34,144 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,047,484.

    13F-HR 0001085146-24-005038 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).