Skip to content

Sequoia Financial Advisors, LLC: DGX position timeline

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

Sequoia Financial Advisors, LLC held 33,797 DGX 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 33,797 shares
    Change vs previous 13F +6,767 shares

    0.04% of the 13F portfolio, value $7,163,354.

    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 27,030 shares
    Change vs previous 13F +328 shares

    0.03% of the 13F portfolio, value $5,297,436.

    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 26,702 shares
    Change vs previous 13F +3,359 shares

    0.03% of the 13F portfolio, value $4,633,574.

    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 23,343 shares
    Change vs previous 13F +1,291 shares

    0.03% of the 13F portfolio, value $4,448,736.

    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 22,052 shares
    Change vs previous 13F +1,022 shares

    0.03% of the 13F portfolio, value $3,961,136.

    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 21,030 shares
    Change vs previous 13F +1,380 shares

    0.03% of the 13F portfolio, value $3,558,259.

    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 19,650 shares
    Change vs previous 13F +941 shares

    0.03% of the 13F portfolio, value $2,964,389.

    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 18,709 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,904,496.

    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).