Sequoia Financial Advisors, LLC
Holdings in DD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $32,341,704 | 804,520 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $15,266,163 | 468,372 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $12,871,740 | 448,513 | Shares | Sole | 2025-07-25 |
| 2024-12-31 | $1,880,346 | 58,938 | Shares | Sole | 2025-08-08 |
| 2024-09-30 | $2,048,186 | 54,934 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $1,367,722 | 40,612 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $386,846 | 12,059 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $534,969 | 16,620 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $350,323 | 11,225 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $336,485 | 11,257 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $312,514 | 10,407 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $308,375 | 10,739 | Shares | Sole | 2023-01-18 |
| 2022-09-30 | $195,674 | 9,279 | Shares | Sole | 2022-10-26 |
| 2022-06-30 | $212,087 | 9,120 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $277,140 | 9,002 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $288,138 | 8,525 | Shares | Sole | 2022-02-22 |
| 2021-06-30 | $317,769 | 9,811 | Shares | Sole | 2021-07-27 |
| 2021-03-31 | $393,254 | 12,162 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $3,797,209 | 127,624 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $1,545,385 | 66,573 | Shares | Sole | 2020-10-23 |
| 2020-06-30 | $193,535 | 8,706 | Shares | Sole | 2020-08-25 |
| 2020-03-31 | $116,068 | 8,135 | Shares | Sole | 2020-05-11 |