Skip to content
Disclosery

Sequoia Financial Advisors, LLC: DFEM position timeline

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

Sequoia Financial Advisors, LLC held 5,299,151 DFEM 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 5,299,151 shares
    Change vs previous 13F -46,241 shares

    1.08% of the 13F portfolio, value $215,357,483.

    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 5,345,392 shares
    Change vs previous 13F +378,216 shares

    1.04% of the 13F portfolio, value $184,683,293.

    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 4,967,176 shares
    Change vs previous 13F +79,318 shares

    0.92% of the 13F portfolio, value $164,314,193.

    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 4,887,858 shares
    Change vs previous 13F +255,616 shares

    0.96% of the 13F portfolio, value $156,753,624.

    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 4,632,242 shares
    Change vs previous 13F +424,489 shares

    0.94% of the 13F portfolio, value $137,484,949.

    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 4,207,753 shares
    Change vs previous 13F +2,735,103 shares

    0.86% of the 13F portfolio, value $111,337,165.

    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 1,472,650 shares
    Change vs previous 13F +286,286 shares

    0.37% of the 13F portfolio, value $38,568,698.

    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 1,186,364 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $33,396,141.

    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).