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Sequoia Financial Advisors, LLC: DOC position timeline

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

Sequoia Financial Advisors, LLC held 147,784 DOC 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 147,784 shares
    Change vs previous 13F +3,864 shares

    0.02% of the 13F portfolio, value $3,162,569.

    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 143,920 shares
    Change vs previous 13F +16,001 shares

    0.01% of the 13F portfolio, value $2,364,600.

    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 127,919 shares
    Change vs previous 13F -27,480 shares

    0.01% of the 13F portfolio, value $2,056,945.

    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 155,399 shares
    Change vs previous 13F +16,591 shares

    0.02% of the 13F portfolio, value $2,975,886.

    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 138,808 shares
    Change vs previous 13F +49,650 shares

    0.02% of the 13F portfolio, value $2,430,525.

    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 89,158 shares
    Change vs previous 13F +9,019 shares

    0.01% of the 13F portfolio, value $1,802,778.

    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 80,139 shares
    Change vs previous 13F +5,325 shares

    0.02% of the 13F portfolio, value $1,624,413.

    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 74,814 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,711,000.

    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).