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Sequoia Financial Advisors, LLC: V position timeline

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

Sequoia Financial Advisors, LLC held 277,453 V 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 277,453 shares
    Change vs previous 13F +11,666 shares

    0.48% of the 13F portfolio, value $95,191,451.

    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 265,787 shares
    Change vs previous 13F -4,395 shares

    0.45% of the 13F portfolio, value $80,331,451.

    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 270,182 shares
    Change vs previous 13F +32,762 shares

    0.53% of the 13F portfolio, value $94,755,366.

    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 237,420 shares
    Change vs previous 13F +5,910 shares

    0.49% of the 13F portfolio, value $81,050,652.

    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 231,510 shares
    Change vs previous 13F +11,334 shares

    0.56% of the 13F portfolio, value $82,197,645.

    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 220,176 shares
    Change vs previous 13F +3,176 shares

    0.6% of the 13F portfolio, value $77,163,086.

    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 217,000 shares
    Change vs previous 13F +71,272 shares

    0.66% of the 13F portfolio, value $68,580,714.

    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 145,728 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $40,067,869.

    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).