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Sequoia Financial Advisors, LLC: DFAR position timeline

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

Sequoia Financial Advisors, LLC held 757,577 DFAR 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 757,577 shares
    Change vs previous 13F +50,748 shares

    0.1% of the 13F portfolio, value $19,818,202.

    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 706,829 shares
    Change vs previous 13F +19,342 shares

    0.09% of the 13F portfolio, value $16,716,500.

    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 687,487 shares
    Change vs previous 13F +34,614 shares

    0.09% of the 13F portfolio, value $15,744,269.

    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 652,873 shares
    Change vs previous 13F +29,303 shares

    0.09% of the 13F portfolio, value $15,571,032.

    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 623,570 shares
    Change vs previous 13F +112,790 shares

    0.1% of the 13F portfolio, value $14,628,955.

    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 510,780 shares
    Change vs previous 13F +158,894 shares

    0.09% of the 13F portfolio, value $12,141,251.

    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 351,886 shares
    Change vs previous 13F +20,480 shares

    0.08% of the 13F portfolio, value $8,188,381.

    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 331,406 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,497,244.

    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).