Sequoia Financial Advisors, LLC: DT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sequoia Financial Advisors, LLC on DT, newest first. How the timeline and the estimate are built.
Sequoia Financial Advisors, LLC held 100,563 DT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 100,563 sharesChange vs previous 13F +20,222 shares
0.02% of the 13F portfolio, value $4,415,722.
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 80,341 sharesChange vs previous 13F +3,946 shares
0.02% of the 13F portfolio, value $2,971,011.
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 76,395 sharesChange vs previous 13F +10,002 shares
0.02% of the 13F portfolio, value $3,310,960.
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 66,393 sharesChange vs previous 13F +37,863 shares
0.02% of the 13F portfolio, value $3,216,741.
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 28,530 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,575,142.
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).