Skip to content
Disclosery

Sequoia Financial Advisors, LLC: VBR position timeline

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

Sequoia Financial Advisors, LLC held 70,397 VBR 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 70,397 shares
    Change vs previous 13F -1,643 shares

    0.09% of the 13F portfolio, value $17,105,651.

    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 72,040 shares
    Change vs previous 13F -2,637 shares

    0.09% of the 13F portfolio, value $15,650,826.

    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 74,677 shares
    Change vs previous 13F -6,345 shares

    0.09% of the 13F portfolio, value $15,815,792.

    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 81,022 shares
    Change vs previous 13F -648 shares

    0.1% of the 13F portfolio, value $16,910,123.

    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 81,670 shares
    Change vs previous 13F -58,734 shares

    0.11% of the 13F portfolio, value $15,926,380.

    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 140,404 shares
    Change vs previous 13F -40,849 shares

    0.2% of the 13F portfolio, value $26,155,822.

    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 181,253 shares
    Change vs previous 13F +170,238 shares

    0.35% of the 13F portfolio, value $35,920,655.

    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 11,015 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,211,603.

    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).