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Sequoia Financial Advisors, LLC: DFAU position timeline

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

Sequoia Financial Advisors, LLC held 7,607,402 DFAU 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 7,607,402 shares
    Change vs previous 13F +227,760 shares

    1.96% of the 13F portfolio, value $393,226,632.

    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 7,379,642 shares
    Change vs previous 13F +254,218 shares

    1.87% of the 13F portfolio, value $332,969,444.

    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 7,125,424 shares
    Change vs previous 13F +118,187 shares

    1.87% of the 13F portfolio, value $333,469,856.

    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 7,007,237 shares
    Change vs previous 13F +344,952 shares

    1.96% of the 13F portfolio, value $320,651,175.

    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 6,662,285 shares
    Change vs previous 13F +1,034,590 shares

    1.93% of the 13F portfolio, value $282,214,390.

    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 5,627,695 shares
    Change vs previous 13F +683,205 shares

    1.67% of the 13F portfolio, value $216,328,588.

    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 4,944,490 shares
    Change vs previous 13F +122,344 shares

    1.93% of the 13F portfolio, value $200,202,392.

    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 4,822,146 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $191,390,989.

    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).