Skip to content
Disclosery

Seneca Financial Advisors LLC: SCHE position timeline

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

Seneca Financial Advisors LLC held 285,421 SCHE 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 285,421 shares
    Change vs previous 13F -2,295 shares

    2.69% of the 13F portfolio, value $10,349,361.

    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 287,716 shares
    Change vs previous 13F -10,428 shares

    2.78% of the 13F portfolio, value $9,480,250.

    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 298,144 shares
    Change vs previous 13F +5,205 shares

    2.97% of the 13F portfolio, value $9,764,224.

    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 292,939 shares
    Change vs previous 13F -7,048 shares

    3.19% of the 13F portfolio, value $9,775,368.

    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 299,987 shares
    Change vs previous 13F -1,818 shares

    3.48% of the 13F portfolio, value $9,041,602.

    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 301,805 shares
    Change vs previous 13F +5,951 shares

    4.03% of the 13F portfolio, value $8,320,756.

    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 295,854 shares
    Change vs previous 13F +11,734 shares

    3.91% of the 13F portfolio, value $7,878,584.

    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 284,120 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $8,290,616.

    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).