Skip to content
Disclosery

Sequoia Financial Advisors, LLC: DFSI position timeline

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

Sequoia Financial Advisors, LLC held 78,288 DFSI 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 78,288 shares
    Change vs previous 13F -6,435 shares

    0.02% of the 13F portfolio, value $3,530,808.

    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 84,723 shares
    Change vs previous 13F +1,569 shares

    0.02% of the 13F portfolio, value $3,592,261.

    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 83,154 shares
    Change vs previous 13F -9,819 shares

    0.02% of the 13F portfolio, value $3,562,731.

    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 92,973 shares
    Change vs previous 13F +63,832 shares

    0.02% of the 13F portfolio, value $3,807,237.

    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 29,141 shares
    Change vs previous 13F -2,066 shares

    0.01% of the 13F portfolio, value $1,148,454.

    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 31,207 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,088,820.

    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).