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Disclosery

Seneca Financial Advisors LLC: SCHC position timeline

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

Seneca Financial Advisors LLC held 28,457 SCHC 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 28,457 shares
    Change vs previous 13F -768 shares

    0.36% of the 13F portfolio, value $1,369,337.

    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 29,225 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,365,954.

    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 29,225 shares
    Change vs previous 13F +785 shares

    0.4% of the 13F portfolio, value $1,330,592.

    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 28,440 shares
    Change vs previous 13F -11,850 shares

    0.42% of the 13F portfolio, value $1,294,300.

    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 40,290 shares
    Change vs previous 13F -10,908 shares

    0.66% of the 13F portfolio, value $1,715,972.

    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 51,198 shares
    Change vs previous 13F -2,131 shares

    0.89% of the 13F portfolio, value $1,836,972.

    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 53,329 shares
    Change vs previous 13F +5,556 shares

    0.91% of the 13F portfolio, value $1,830,773.

    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 47,773 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,840,691.

    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).