Sequoia Financial Advisors, LLC
Holdings in FVCB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $270,257 | 19,429 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $251,994 | 19,429 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $229,262 | 19,429 | Shares | Sole | 2025-07-25 |
| 2024-12-31 | $248,647 | 19,781 | Shares | Sole | 2025-08-08 |
| 2024-09-30 | $258,142 | 19,781 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $216,008 | 19,781 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $240,932 | 19,781 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $280,890 | 19,781 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $253,394 | 19,781 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $213,041 | 19,781 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $184,106 | 17,287 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $210,990 | 13,830 | Shares | Sole | 2023-01-18 |