Skip to content
Disclosery

Sequoia Financial Advisors, LLC: DVY position timeline

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

Sequoia Financial Advisors, LLC held 56,752 DVY 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 56,752 shares
    Change vs previous 13F +936 shares

    0.04% of the 13F portfolio, value $8,870,342.

    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 55,816 shares
    Change vs previous 13F -1,603 shares

    0.05% of the 13F portfolio, value $8,451,148.

    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 57,419 shares
    Change vs previous 13F +4,008 shares

    0.05% of the 13F portfolio, value $8,104,138.

    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 53,411 shares
    Change vs previous 13F +5,001 shares

    0.05% of the 13F portfolio, value $7,589,664.

    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 48,410 shares
    Change vs previous 13F -13,092 shares

    0.04% of the 13F portfolio, value $6,429,396.

    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 61,502 shares
    Change vs previous 13F -2,568 shares

    0.06% of the 13F portfolio, value $8,259,151.

    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 64,070 shares
    Change vs previous 13F +16,234 shares

    0.08% of the 13F portfolio, value $8,411,722.

    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 47,836 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,461,153.

    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).