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Seneca Financial Advisors LLC: SCHA position timeline

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

Seneca Financial Advisors LLC held 712,389 SCHA 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 712,389 shares
    Change vs previous 13F +79,440 shares

    6.68% of the 13F portfolio, value $25,738,599.

    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 632,949 shares
    Change vs previous 13F +157,762 shares

    5.39% of the 13F portfolio, value $18,406,156.

    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 475,187 shares
    Change vs previous 13F +38,590 shares

    4.12% of the 13F portfolio, value $13,533,330.

    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 436,597 shares
    Change vs previous 13F +30,254 shares

    3.98% of the 13F portfolio, value $12,181,067.

    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 406,343 shares
    Change vs previous 13F +7,363 shares

    3.96% of the 13F portfolio, value $10,280,469.

    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 398,980 shares
    Change vs previous 13F +42,465 shares

    4.53% of the 13F portfolio, value $9,348,097.

    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 356,515 shares
    Change vs previous 13F +186,597 shares

    4.58% of the 13F portfolio, value $9,219,470.

    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 169,918 shares
    Change vs previous 13F not available

    4.26% of the 13F portfolio, value $8,750,798.

    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).