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Sequoia Financial Advisors, LLC: VNQ position timeline

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

Sequoia Financial Advisors, LLC held 103,610 VNQ 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 103,610 shares
    Change vs previous 13F -9,010 shares

    0.05% of the 13F portfolio, value $9,991,087.

    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 112,620 shares
    Change vs previous 13F -234,058 shares

    0.06% of the 13F portfolio, value $9,989,379.

    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 346,678 shares
    Change vs previous 13F -38,143 shares

    0.17% of the 13F portfolio, value $30,677,545.

    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 384,821 shares
    Change vs previous 13F -7,777 shares

    0.21% of the 13F portfolio, value $35,180,365.

    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 392,598 shares
    Change vs previous 13F -16,849 shares

    0.24% of the 13F portfolio, value $34,964,770.

    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 409,447 shares
    Change vs previous 13F +287,218 shares

    0.29% of the 13F portfolio, value $37,071,260.

    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 122,229 shares
    Change vs previous 13F +88,004 shares

    0.1% of the 13F portfolio, value $10,888,123.

    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 34,225 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,340,411.

    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).