Skip to content
Disclosery

Sequoia Financial Advisors, LLC: DOW position timeline

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

Sequoia Financial Advisors, LLC held 59,024 DOW 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 59,024 shares
    Change vs previous 13F +24,930 shares

    0.01% of the 13F portfolio, value $1,614,889.

    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 34,094 shares
    Change vs previous 13F +14,237 shares

    0.01% of the 13F portfolio, value $1,420,017.

    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 19,857 shares
    Change vs previous 13F +4,910 shares

    <0.01% of the 13F portfolio, value $464,255.

    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 14,947 shares
    Change vs previous 13F -6,157 shares

    <0.01% of the 13F portfolio, value $342,742.

    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 21,104 shares
    Change vs previous 13F +7,353 shares

    <0.01% of the 13F portfolio, value $558,830.

    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 13,751 shares
    Change vs previous 13F -2,294 shares

    <0.01% of the 13F portfolio, value $480,201.

    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 16,045 shares
    Change vs previous 13F -4,844 shares

    0.01% of the 13F portfolio, value $643,891.

    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 20,889 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,141,145.

    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).