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Seneca Financial Advisors LLC: EFG position timeline

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

Seneca Financial Advisors LLC held 174,129 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,129 shares
    Change vs previous 13F +11,345 shares

    5.63% of the 13F portfolio, value $21,665,188.

    13F-HR 0001214659-26-009055 filed by Seneca 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 162,784 shares
    Change vs previous 13F +15,992 shares

    5.31% of the 13F portfolio, value $18,129,212.

    13F-HR 0001214659-26-004973 filed by Seneca 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 146,792 shares
    Change vs previous 13F +17,711 shares

    5.09% of the 13F portfolio, value $16,722,554.

    13F-HR 0001214659-26-000837 filed by Seneca 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 129,081 shares
    Change vs previous 13F +50,115 shares

    4.8% of the 13F portfolio, value $14,699,767.

    13F-HR 0001214659-25-015221 filed by Seneca 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 78,966 shares
    Change vs previous 13F +66,339 shares

    3.41% of the 13F portfolio, value $8,844,214.

    13F-HR 0001214659-25-012852 filed by Seneca 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 12,627 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,262,699.

    13F-HR 0001214659-25-012851 filed by Seneca 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 12,627 shares
    Change vs previous 13F -2,053 shares

    0.61% of the 13F portfolio, value $1,222,671.

    13F-HR 0001214659-25-012850 filed by Seneca 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 14,680 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,580,303.

    13F-HR 0001214659-25-012849 filed by Seneca Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).