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Sequoia Financial Advisors, LLC: DFAE position timeline

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

Sequoia Financial Advisors, LLC held 451,816 DFAE 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 451,816 shares
    Change vs previous 13F -26,756 shares

    0.09% of the 13F portfolio, value $18,167,516.

    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 478,572 shares
    Change vs previous 13F -21,830 shares

    0.09% of the 13F portfolio, value $16,204,434.

    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 500,402 shares
    Change vs previous 13F -36,165 shares

    0.09% of the 13F portfolio, value $16,298,080.

    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 536,567 shares
    Change vs previous 13F +182,271 shares

    0.1% of the 13F portfolio, value $16,917,952.

    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 354,296 shares
    Change vs previous 13F +263 shares

    0.07% of the 13F portfolio, value $10,256,873.

    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 354,033 shares
    Change vs previous 13F -11,216 shares

    0.07% of the 13F portfolio, value $9,165,918.

    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 365,249 shares
    Change vs previous 13F -5,657 shares

    0.09% of the 13F portfolio, value $9,266,359.

    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 370,906 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $10,166,530.

    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).