Skip to content
Disclosery

Sequoia Financial Advisors, LLC: DFUS position timeline

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

Sequoia Financial Advisors, LLC held 1,269,391 DFUS 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 1,269,391 shares
    Change vs previous 13F -27,932 shares

    0.52% of the 13F portfolio, value $104,013,927.

    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 1,297,323 shares
    Change vs previous 13F -79,453 shares

    0.52% of the 13F portfolio, value $91,993,173.

    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 1,376,776 shares
    Change vs previous 13F -34,166 shares

    0.57% of the 13F portfolio, value $102,115,483.

    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 1,410,942 shares
    Change vs previous 13F -25,881 shares

    0.62% of the 13F portfolio, value $102,208,608.

    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 1,436,823 shares
    Change vs previous 13F -19,197 shares

    0.66% of the 13F portfolio, value $96,295,889.

    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 1,456,020 shares
    Change vs previous 13F -17,305 shares

    0.68% of the 13F portfolio, value $88,060,067.

    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 1,473,325 shares
    Change vs previous 13F -69,617 shares

    0.91% of the 13F portfolio, value $93,924,501.

    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 1,542,942 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $95,971,021.

    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).