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Sequoia Financial Advisors, LLC: TDVG position timeline

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

Sequoia Financial Advisors, LLC held 4,396,076 TDVG 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 4,396,076 shares
    Change vs previous 13F +161,288 shares

    1.08% of the 13F portfolio, value $215,539,595.

    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 4,234,788 shares
    Change vs previous 13F +93,079 shares

    1.06% of the 13F portfolio, value $188,998,588.

    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 4,141,709 shares
    Change vs previous 13F +379,383 shares

    1.04% of the 13F portfolio, value $186,252,633.

    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 3,762,326 shares
    Change vs previous 13F +3,430,206 shares

    1.01% of the 13F portfolio, value $165,391,851.

    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 332,120 shares
    Change vs previous 13F -18,110 shares

    0.1% of the 13F portfolio, value $14,075,236.

    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 350,230 shares
    Change vs previous 13F -8,828 shares

    0.11% of the 13F portfolio, value $14,149,288.

    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 359,058 shares
    Change vs previous 13F -365,502 shares

    0.14% of the 13F portfolio, value $14,215,125.

    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 724,560 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $29,677,983.

    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).