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Sequoia Financial Advisors, LLC: DFIS position timeline

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

Sequoia Financial Advisors, LLC held 192,518 DFIS 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 192,518 shares
    Change vs previous 13F -20,594 shares

    0.03% of the 13F portfolio, value $6,743,907.

    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 213,112 shares
    Change vs previous 13F -23,494 shares

    0.04% of the 13F portfolio, value $7,175,473.

    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 236,606 shares
    Change vs previous 13F -32,924 shares

    0.04% of the 13F portfolio, value $7,793,793.

    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 269,530 shares
    Change vs previous 13F +144,500 shares

    0.05% of the 13F portfolio, value $8,525,230.

    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 125,030 shares
    Change vs previous 13F -9,540 shares

    0.03% of the 13F portfolio, value $3,730,910.

    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 134,570 shares
    Change vs previous 13F -2,586 shares

    0.03% of the 13F portfolio, value $3,477,278.

    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 137,156 shares
    Change vs previous 13F +5,293 shares

    0.03% of the 13F portfolio, value $3,367,875.

    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 131,863 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,537,892.

    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).