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Sequoia Financial Advisors, LLC: VTEB position timeline

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

Sequoia Financial Advisors, LLC held 2,073,127 VTEB 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 2,073,127 shares
    Change vs previous 13F +226,758 shares

    0.52% of the 13F portfolio, value $104,858,782.

    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 1,846,369 shares
    Change vs previous 13F +140,834 shares

    0.52% of the 13F portfolio, value $92,115,357.

    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 1,705,535 shares
    Change vs previous 13F +78,915 shares

    0.48% of the 13F portfolio, value $85,771,361.

    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 1,626,620 shares
    Change vs previous 13F -2,027 shares

    0.5% of the 13F portfolio, value $81,444,882.

    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 1,628,647 shares
    Change vs previous 13F +17,085 shares

    0.55% of the 13F portfolio, value $79,852,567.

    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 1,611,562 shares
    Change vs previous 13F +75,615 shares

    0.62% of the 13F portfolio, value $79,965,683.

    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 1,535,947 shares
    Change vs previous 13F +11,404 shares

    0.74% of the 13F portfolio, value $76,997,046.

    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 1,524,543 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $77,934,620.

    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).