Seneca Financial Advisors LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Seneca Financial Advisors LLC on MSFT, newest first. How the timeline and the estimate are built.
Seneca Financial Advisors LLC held 3,180 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 3,180 sharesChange vs previous 13F -4 shares
0.31% of the 13F portfolio, value $1,186,059.
13F-HR 0001214659-26-009055 filed by Seneca Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,184 sharesChange vs previous 13F +9 shares
0.35% of the 13F portfolio, value $1,178,686.
13F-HR 0001214659-26-004973 filed by Seneca Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,175 sharesChange vs previous 13F -286 shares
0.47% of the 13F portfolio, value $1,535,372.
13F-HR 0001214659-26-000837 filed by Seneca Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,461 sharesChange vs previous 13F -21 shares
0.59% of the 13F portfolio, value $1,792,828.
13F-HR 0001214659-25-015221 filed by Seneca Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,482 sharesChange vs previous 13F -1 shares
0.67% of the 13F portfolio, value $1,732,021.
13F-HR 0001214659-25-012852 filed by Seneca Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,483 sharesChange vs previous 13F -75 shares
0.63% of the 13F portfolio, value $1,307,582.
13F-HR 0001214659-25-012851 filed by Seneca Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,558 sharesChange vs previous 13F 0 shares
0.74% of the 13F portfolio, value $1,499,635.
13F-HR 0001214659-25-012850 filed by Seneca Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,558 sharesChange vs previous 13F not available
0.74% of the 13F portfolio, value $1,530,796.
13F-HR 0001214659-25-012849 filed by Seneca Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).