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Sequoia Financial Advisors, LLC: VTIP position timeline

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

Sequoia Financial Advisors, LLC held 88,219 VTIP 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 88,219 shares
    Change vs previous 13F -4,823 shares

    0.02% of the 13F portfolio, value $4,431,263.

    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 93,042 shares
    Change vs previous 13F -198 shares

    0.03% of the 13F portfolio, value $4,647,472.

    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 93,240 shares
    Change vs previous 13F -18,096 shares

    0.03% of the 13F portfolio, value $4,611,637.

    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 111,336 shares
    Change vs previous 13F +1,637 shares

    0.03% of the 13F portfolio, value $5,636,961.

    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 109,699 shares
    Change vs previous 13F -84,689 shares

    0.04% of the 13F portfolio, value $5,514,552.

    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 194,388 shares
    Change vs previous 13F -60,454 shares

    0.07% of the 13F portfolio, value $9,699,975.

    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 254,842 shares
    Change vs previous 13F +250,678 shares

    0.12% of the 13F portfolio, value $12,339,440.

    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 4,164 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,329.

    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).