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Disclosery

Seneca Financial Advisors LLC: EFV position timeline

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

Seneca Financial Advisors LLC held 101,611 EFV 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 101,611 shares
    Change vs previous 13F -150 shares

    2.02% of the 13F portfolio, value $7,778,345.

    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 101,761 shares
    Change vs previous 13F -1,766 shares

    2.22% of the 13F portfolio, value $7,565,960.

    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 103,527 shares
    Change vs previous 13F +6,201 shares

    2.25% of the 13F portfolio, value $7,392,894.

    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 97,326 shares
    Change vs previous 13F -17 shares

    2.16% of the 13F portfolio, value $6,601,633.

    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 97,343 shares
    Change vs previous 13F -4,085 shares

    2.38% of the 13F portfolio, value $6,179,343.

    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 101,428 shares
    Change vs previous 13F +1,483 shares

    2.9% of the 13F portfolio, value $5,978,149.

    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 99,945 shares
    Change vs previous 13F +205 shares

    2.6% of the 13F portfolio, value $5,244,098.

    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 99,740 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $5,738,024.

    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).