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Sequoia Financial Advisors, LLC: DFNM position timeline

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

Sequoia Financial Advisors, LLC held 896,162 DFNM 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 896,162 shares
    Change vs previous 13F +16,137 shares

    0.22% of the 13F portfolio, value $43,316,012.

    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 880,025 shares
    Change vs previous 13F +30,153 shares

    0.24% of the 13F portfolio, value $42,179,596.

    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 849,872 shares
    Change vs previous 13F +32,051 shares

    0.23% of the 13F portfolio, value $40,938,345.

    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 817,821 shares
    Change vs previous 13F +36,228 shares

    0.24% of the 13F portfolio, value $39,239,060.

    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 781,593 shares
    Change vs previous 13F +36,904 shares

    0.25% of the 13F portfolio, value $37,070,937.

    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 744,689 shares
    Change vs previous 13F +131,172 shares

    0.27% of the 13F portfolio, value $35,424,856.

    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 613,517 shares
    Change vs previous 13F +55,789 shares

    0.28% of the 13F portfolio, value $29,307,702.

    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 557,728 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $27,072,096.

    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).