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Sequoia Financial Advisors, LLC: DFUV position timeline

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

Sequoia Financial Advisors, LLC held 420,699 DFUV 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 420,699 shares
    Change vs previous 13F -14,925 shares

    0.12% of the 13F portfolio, value $23,142,664.

    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 435,624 shares
    Change vs previous 13F -15,402 shares

    0.12% of the 13F portfolio, value $21,110,334.

    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 451,026 shares
    Change vs previous 13F -4,953 shares

    0.12% of the 13F portfolio, value $21,013,306.

    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 455,979 shares
    Change vs previous 13F +67,506 shares

    0.12% of the 13F portfolio, value $20,377,720.

    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 388,473 shares
    Change vs previous 13F -15,933 shares

    0.11% of the 13F portfolio, value $16,424,633.

    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 404,406 shares
    Change vs previous 13F +35,498 shares

    0.13% of the 13F portfolio, value $16,665,559.

    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 368,908 shares
    Change vs previous 13F +77,566 shares

    0.15% of the 13F portfolio, value $15,095,712.

    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 291,342 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $12,146,049.

    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).