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Sequoia Financial Advisors, LLC: DISV position timeline

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

Sequoia Financial Advisors, LLC held 533,748 DISV 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 533,748 shares
    Change vs previous 13F +23,467 shares

    0.11% of the 13F portfolio, value $21,419,288.

    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 510,281 shares
    Change vs previous 13F +13,871 shares

    0.11% of the 13F portfolio, value $20,125,489.

    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 496,410 shares
    Change vs previous 13F +26,955 shares

    0.11% of the 13F portfolio, value $18,863,578.

    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 469,455 shares
    Change vs previous 13F +16,266 shares

    0.1% of the 13F portfolio, value $16,754,866.

    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 453,189 shares
    Change vs previous 13F +107,262 shares

    0.1% of the 13F portfolio, value $14,914,452.

    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 345,927 shares
    Change vs previous 13F +178,690 shares

    0.08% of the 13F portfolio, value $10,073,399.

    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 167,237 shares
    Change vs previous 13F +7,953 shares

    0.04% of the 13F portfolio, value $4,443,495.

    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 159,284 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,628,806.

    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).