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Sequoia Financial Advisors, LLC: VMBS position timeline

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

Sequoia Financial Advisors, LLC held 70,501 VMBS 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 70,501 shares
    Change vs previous 13F +965 shares

    0.02% of the 13F portfolio, value $3,300,156.

    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 69,536 shares
    Change vs previous 13F -4,180 shares

    0.02% of the 13F portfolio, value $3,264,694.

    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 73,716 shares
    Change vs previous 13F -4,995 shares

    0.02% of the 13F portfolio, value $3,470,544.

    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 78,711 shares
    Change vs previous 13F -8,342 shares

    0.02% of the 13F portfolio, value $3,696,270.

    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 87,053 shares
    Change vs previous 13F -68,524 shares

    0.03% of the 13F portfolio, value $4,034,059.

    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 155,577 shares
    Change vs previous 13F -42,594 shares

    0.06% of the 13F portfolio, value $7,204,772.

    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 198,171 shares
    Change vs previous 13F +125,449 shares

    0.09% of the 13F portfolio, value $8,985,069.

    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 72,722 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,433,222.

    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).