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Sequoia Financial Advisors, LLC: DFSV position timeline

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

Sequoia Financial Advisors, LLC held 714,818 DFSV 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 714,818 shares
    Change vs previous 13F -17,622 shares

    0.14% of the 13F portfolio, value $27,727,796.

    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 732,440 shares
    Change vs previous 13F -15,328 shares

    0.14% of the 13F portfolio, value $25,664,683.

    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 747,768 shares
    Change vs previous 13F +616,175 shares

    0.14% of the 13F portfolio, value $24,594,105.

    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 131,593 shares
    Change vs previous 13F +102,742 shares

    0.03% of the 13F portfolio, value $4,189,929.

    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 28,851 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $849,085.

    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 28,851 shares
    Change vs previous 13F -320 shares

    0.01% of the 13F portfolio, value $812,156.

    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 29,171 shares
    Change vs previous 13F -5,959 shares

    0.01% of the 13F portfolio, value $897,884.

    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 35,130 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,082,006.

    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).