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Sequoia Financial Advisors, LLC: DFAI position timeline

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

Sequoia Financial Advisors, LLC held 2,827,567 DFAI 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 2,827,567 shares
    Change vs previous 13F +112,388 shares

    0.58% of the 13F portfolio, value $116,637,154.

    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 2,715,179 shares
    Change vs previous 13F +60,679 shares

    0.59% of the 13F portfolio, value $105,783,359.

    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 2,654,500 shares
    Change vs previous 13F +126,096 shares

    0.57% of the 13F portfolio, value $101,162,994.

    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 2,528,404 shares
    Change vs previous 13F +192,951 shares

    0.56% of the 13F portfolio, value $91,907,504.

    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 2,335,453 shares
    Change vs previous 13F +492,869 shares

    0.55% of the 13F portfolio, value $80,736,609.

    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 1,842,584 shares
    Change vs previous 13F +237,729 shares

    0.44% of the 13F portfolio, value $57,543,891.

    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 1,604,855 shares
    Change vs previous 13F +96,953 shares

    0.45% of the 13F portfolio, value $46,861,756.

    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 1,507,902 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $47,921,140.

    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).