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Sequoia Financial Advisors, LLC: VSS position timeline

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

Sequoia Financial Advisors, LLC held 43,099 VSS 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 43,099 shares
    Change vs previous 13F -1,061 shares

    0.03% of the 13F portfolio, value $6,649,819.

    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 44,160 shares
    Change vs previous 13F -3,441 shares

    0.04% of the 13F portfolio, value $6,438,135.

    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 47,601 shares
    Change vs previous 13F -10,048 shares

    0.04% of the 13F portfolio, value $6,822,727.

    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 57,649 shares
    Change vs previous 13F -10,809 shares

    0.05% of the 13F portfolio, value $8,217,875.

    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 68,458 shares
    Change vs previous 13F -83,729 shares

    0.06% of the 13F portfolio, value $9,200,121.

    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 152,187 shares
    Change vs previous 13F -83,968 shares

    0.14% of the 13F portfolio, value $17,592,870.

    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 236,155 shares
    Change vs previous 13F +233,604 shares

    0.26% of the 13F portfolio, value $27,035,013.

    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 2,551 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $321,306.

    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).