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Sequoia Financial Advisors, LLC: DFIV position timeline

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

Sequoia Financial Advisors, LLC held 1,217,842 DFIV 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 1,217,842 shares
    Change vs previous 13F -27,283 shares

    0.33% of the 13F portfolio, value $65,787,808.

    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 1,245,125 shares
    Change vs previous 13F -41,238 shares

    0.37% of the 13F portfolio, value $65,717,699.

    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 1,286,363 shares
    Change vs previous 13F +588,189 shares

    0.36% of the 13F portfolio, value $64,189,507.

    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 698,174 shares
    Change vs previous 13F +85,298 shares

    0.2% of the 13F portfolio, value $32,199,796.

    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 612,876 shares
    Change vs previous 13F -23,136 shares

    0.18% of the 13F portfolio, value $26,249,476.

    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 636,012 shares
    Change vs previous 13F +81,055 shares

    0.19% of the 13F portfolio, value $25,033,453.

    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 554,957 shares
    Change vs previous 13F -6,744 shares

    0.19% of the 13F portfolio, value $19,689,862.

    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 561,701 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $21,389,583.

    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).