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Sequoia Financial Advisors, LLC: DFAC position timeline

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

Sequoia Financial Advisors, LLC held 420,929 DFAC 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 420,929 shares
    Change vs previous 13F -19,803 shares

    0.09% of the 13F portfolio, value $18,672,402.

    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 440,732 shares
    Change vs previous 13F -14,820 shares

    0.1% of the 13F portfolio, value $17,126,881.

    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 455,552 shares
    Change vs previous 13F -276 shares

    0.1% of the 13F portfolio, value $18,035,311.

    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 455,828 shares
    Change vs previous 13F +17,758 shares

    0.11% of the 13F portfolio, value $17,581,287.

    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 438,070 shares
    Change vs previous 13F -60,933 shares

    0.11% of the 13F portfolio, value $15,700,462.

    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 499,003 shares
    Change vs previous 13F +29,451 shares

    0.13% of the 13F portfolio, value $16,462,107.

    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 469,552 shares
    Change vs previous 13F +132,880 shares

    0.16% of the 13F portfolio, value $16,241,806.

    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 336,672 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $11,544,488.

    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).