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Sequoia Financial Advisors, LLC: DFAT position timeline

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

Sequoia Financial Advisors, LLC held 1,391,428 DFAT 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 1,391,428 shares
    Change vs previous 13F +18,136 shares

    0.49% of the 13F portfolio, value $97,260,824.

    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 1,373,292 shares
    Change vs previous 13F +33,366 shares

    0.48% of the 13F portfolio, value $85,762,095.

    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 1,339,926 shares
    Change vs previous 13F +44,552 shares

    0.45% of the 13F portfolio, value $79,779,208.

    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 1,295,374 shares
    Change vs previous 13F +34,024 shares

    0.46% of the 13F portfolio, value $75,403,704.

    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 1,261,350 shares
    Change vs previous 13F +246,921 shares

    0.47% of the 13F portfolio, value $68,062,442.

    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 1,014,429 shares
    Change vs previous 13F +216,339 shares

    0.4% of the 13F portfolio, value $52,232,940.

    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 798,090 shares
    Change vs previous 13F +14,397 shares

    0.43% of the 13F portfolio, value $44,421,708.

    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 783,693 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $43,596,828.

    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).