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Sequoia Financial Advisors, LLC: FNDF position timeline

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

Sequoia Financial Advisors, LLC held 464,688 FNDF 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 464,688 shares
    Change vs previous 13F -18,183 shares

    0.12% of the 13F portfolio, value $24,516,931.

    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 482,871 shares
    Change vs previous 13F -3,945 shares

    0.13% of the 13F portfolio, value $23,626,863.

    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 486,816 shares
    Change vs previous 13F -6,615 shares

    0.12% of the 13F portfolio, value $22,008,965.

    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 493,431 shares
    Change vs previous 13F -8,971 shares

    0.13% of the 13F portfolio, value $21,197,809.

    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 502,402 shares
    Change vs previous 13F -171,431 shares

    0.14% of the 13F portfolio, value $20,106,136.

    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 673,833 shares
    Change vs previous 13F -776,260 shares

    0.19% of the 13F portfolio, value $24,352,339.

    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 1,450,093 shares
    Change vs previous 13F +61,000 shares

    0.46% of the 13F portfolio, value $48,157,585.

    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 1,389,093 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $51,910,415.

    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).