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Sequoia Financial Advisors, LLC: DFAS position timeline

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

Sequoia Financial Advisors, LLC held 420,312 DFAS 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 420,312 shares
    Change vs previous 13F -9,522 shares

    0.17% of the 13F portfolio, value $34,608,477.

    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 429,834 shares
    Change vs previous 13F -23,002 shares

    0.17% of the 13F portfolio, value $30,574,038.

    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 452,836 shares
    Change vs previous 13F -2,905 shares

    0.18% of the 13F portfolio, value $31,549,044.

    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 455,741 shares
    Change vs previous 13F -2,770 shares

    0.19% of the 13F portfolio, value $31,199,998.

    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 458,511 shares
    Change vs previous 13F -16,931 shares

    0.2% of the 13F portfolio, value $29,211,735.

    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 475,442 shares
    Change vs previous 13F -3,568 shares

    0.22% of the 13F portfolio, value $28,407,642.

    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 479,010 shares
    Change vs previous 13F -8,716 shares

    0.3% of the 13F portfolio, value $31,173,962.

    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 487,726 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $31,633,882.

    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).