Sequoia Financial Advisors, LLC: DOX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on DOX, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 5,771 DOX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 5,771 sharesChange vs previous 13F -672 shares
<0.01% of the 13F portfolio, value $291,663.
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 6,443 sharesChange vs previous 13F +218 shares
<0.01% of the 13F portfolio, value $420,466.
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 6,225 sharesChange vs previous 13F -5,347 shares
<0.01% of the 13F portfolio, value $501,169.
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 11,572 sharesChange vs previous 13F +2,641 shares
0.01% of the 13F portfolio, value $949,482.
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 8,931 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $814,884.
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).