Position in FTDR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$412,235
+$109,876 QoQ
Shares Held
5,313
-7.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 72 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTDR Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $17,825,841 across 4 Personal Services names. FTDR ranks #4 (2.3% of the industry book) .
All Filings in FTDR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,235 | 5,313 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $302,359 | 5,720 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $335,467 | 5,815 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $337,257 | 5,012 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $290,809 | 4,934 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $256,675 | 4,695 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $224,257 | 4,673 | Shares | Sole | 2024-10-21 | |
| 2023-12-31 | $220,230 | 6,253 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||