Skip to content
Disclosery

Sequoia Financial Advisors, LLC: VTRS position timeline

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

Sequoia Financial Advisors, LLC held 93,790 VTRS 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 93,790 shares
    Change vs previous 13F -5,489 shares

    0.01% of the 13F portfolio, value $1,489,392.

    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 99,279 shares
    Change vs previous 13F +14,234 shares

    0.01% of the 13F portfolio, value $1,341,255.

    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 85,045 shares
    Change vs previous 13F +10,918 shares

    0.01% of the 13F portfolio, value $1,058,814.

    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 74,127 shares
    Change vs previous 13F +15,869 shares

    <0.01% of the 13F portfolio, value $733,857.

    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 58,258 shares
    Change vs previous 13F +30,397 shares

    <0.01% of the 13F portfolio, value $520,241.

    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 27,861 shares
    Change vs previous 13F +7,519 shares

    <0.01% of the 13F portfolio, value $242,672.

    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 20,342 shares
    Change vs previous 13F -8,671 shares

    <0.01% of the 13F portfolio, value $253,252.

    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 29,013 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $336,836.

    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).