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Disclosery

Seneca Financial Advisors LLC: IUSB position timeline

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

Seneca Financial Advisors LLC held 66,428 IUSB 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 66,428 shares
    Change vs previous 13F +5,125 shares

    0.8% of the 13F portfolio, value $3,065,670.

    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 61,303 shares
    Change vs previous 13F +481 shares

    0.83% of the 13F portfolio, value $2,831,564.

    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 60,822 shares
    Change vs previous 13F +775 shares

    0.86% of the 13F portfolio, value $2,830,657.

    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 60,047 shares
    Change vs previous 13F +117 shares

    0.92% of the 13F portfolio, value $2,804,792.

    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 59,930 shares
    Change vs previous 13F +24,340 shares

    1.07% of the 13F portfolio, value $2,770,541.

    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 35,590 shares
    Change vs previous 13F -874 shares

    0.79% of the 13F portfolio, value $1,639,968.

    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 36,464 shares
    Change vs previous 13F +56 shares

    0.82% of the 13F portfolio, value $1,648,155.

    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 36,408 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,715,539.

    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).