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Disclosery

Seneca Financial Advisors LLC: IWB position timeline

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

Seneca Financial Advisors LLC held 14,138 IWB 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 14,138 shares
    Change vs previous 13F +15 shares

    1.5% of the 13F portfolio, value $5,789,705.

    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 14,123 shares
    Change vs previous 13F +62 shares

    1.48% of the 13F portfolio, value $5,035,754.

    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 14,061 shares
    Change vs previous 13F -618 shares

    1.6% of the 13F portfolio, value $5,251,019.

    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 14,679 shares
    Change vs previous 13F +19 shares

    1.75% of the 13F portfolio, value $5,364,871.

    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 14,660 shares
    Change vs previous 13F -52 shares

    1.92% of the 13F portfolio, value $4,978,166.

    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 14,712 shares
    Change vs previous 13F -48 shares

    2.19% of the 13F portfolio, value $4,512,742.

    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 14,760 shares
    Change vs previous 13F -1,394 shares

    2.36% of the 13F portfolio, value $4,755,034.

    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 16,154 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $5,078,752.

    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).