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Sequoia Financial Advisors, LLC: DFAX position timeline

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

Sequoia Financial Advisors, LLC held 598,384 DFAX 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 598,384 shares
    Change vs previous 13F -5,110 shares

    0.11% of the 13F portfolio, value $22,044,477.

    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 603,494 shares
    Change vs previous 13F -4,830 shares

    0.11% of the 13F portfolio, value $20,500,706.

    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 608,324 shares
    Change vs previous 13F -7,798 shares

    0.11% of the 13F portfolio, value $19,910,432.

    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 616,122 shares
    Change vs previous 13F -13,507 shares

    0.12% of the 13F portfolio, value $19,333,903.

    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 629,629 shares
    Change vs previous 13F -7,063 shares

    0.13% of the 13F portfolio, value $18,492,209.

    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 636,692 shares
    Change vs previous 13F +3,799 shares

    0.13% of the 13F portfolio, value $16,681,340.

    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 632,893 shares
    Change vs previous 13F +26,343 shares

    0.15% of the 13F portfolio, value $15,733,712.

    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 606,550 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $16,382,924.

    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).