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Sequoia Financial Advisors, LLC: DFEV position timeline

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

Sequoia Financial Advisors, LLC held 61,518 DFEV 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 61,518 shares
    Change vs previous 13F -137 shares

    0.01% of the 13F portfolio, value $2,624,807.

    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 61,655 shares
    Change vs previous 13F -3,803 shares

    0.01% of the 13F portfolio, value $2,206,004.

    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 65,458 shares
    Change vs previous 13F -2,595 shares

    0.01% of the 13F portfolio, value $2,208,546.

    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 68,053 shares
    Change vs previous 13F -1,075 shares

    0.01% of the 13F portfolio, value $2,170,198.

    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 69,128 shares
    Change vs previous 13F -8,848 shares

    0.01% of the 13F portfolio, value $2,073,162.

    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 77,976 shares
    Change vs previous 13F -1,399 shares

    0.02% of the 13F portfolio, value $2,109,251.

    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 79,375 shares
    Change vs previous 13F -3,983 shares

    0.02% of the 13F portfolio, value $2,080,409.

    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 83,358 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,372,363.

    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).