Sequoia Financial Advisors, LLC: DIA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on DIA, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 2,621 DIA shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 2,621 sharesChange vs previous 13F +2 shares
0.01% of the 13F portfolio, value $1,369,266.
13F-HR 0001599900-26-000003 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,619 sharesChange vs previous 13F +101 shares
0.01% of the 13F portfolio, value $1,213,125.
13F-HR 0001599900-26-000002 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,518 sharesChange vs previous 13F -340 shares
0.01% of the 13F portfolio, value $1,210,300.
13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,858 sharesChange vs previous 13F +161 shares
0.01% of the 13F portfolio, value $1,325,216.
13F-HR 0001599900-25-000004 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 2,697 sharesChange vs previous 13F +13 shares
0.01% of the 13F portfolio, value $1,188,534.
13F-HR 0001085146-25-004180 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 2,684 sharesChange vs previous 13F +84 shares
0.01% of the 13F portfolio, value $1,126,974.
13F-HR 0001085146-25-002275 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 2,600 sharesChange vs previous 13F -86 shares
0.01% of the 13F portfolio, value $1,106,096.
13F-HR/A 0001085146-25-004759 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,686 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,136,389.
13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).