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Disclosery

Seneca Financial Advisors LLC: IWM position timeline

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

Seneca Financial Advisors LLC held 8,339 IWM 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 8,339 shares
    Change vs previous 13F -86 shares

    0.65% of the 13F portfolio, value $2,505,380.

    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 8,425 shares
    Change vs previous 13F -133 shares

    0.61% of the 13F portfolio, value $2,089,324.

    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 8,558 shares
    Change vs previous 13F -295 shares

    0.64% of the 13F portfolio, value $2,106,676.

    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 8,853 shares
    Change vs previous 13F +19 shares

    0.7% of the 13F portfolio, value $2,142,107.

    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 8,834 shares
    Change vs previous 13F +98 shares

    0.73% of the 13F portfolio, value $1,906,182.

    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 8,736 shares
    Change vs previous 13F -12 shares

    0.84% of the 13F portfolio, value $1,742,780.

    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 8,748 shares
    Change vs previous 13F -59 shares

    0.96% of the 13F portfolio, value $1,933,023.

    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 8,807 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,945,332.

    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).