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Seneca Financial Advisors LLC: SCHF position timeline

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

Seneca Financial Advisors LLC held 492,450 SCHF 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 492,450 shares
    Change vs previous 13F -80,376 shares

    3.54% of the 13F portfolio, value $13,640,875.

    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 572,826 shares
    Change vs previous 13F -51,632 shares

    4.15% of the 13F portfolio, value $14,177,440.

    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 624,458 shares
    Change vs previous 13F +56,598 shares

    4.57% of the 13F portfolio, value $15,011,979.

    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 567,860 shares
    Change vs previous 13F +20,602 shares

    4.32% of the 13F portfolio, value $13,219,788.

    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 547,258 shares
    Change vs previous 13F +14,701 shares

    4.66% of the 13F portfolio, value $12,094,404.

    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 532,557 shares
    Change vs previous 13F +23,020 shares

    5.11% of the 13F portfolio, value $10,533,975.

    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 509,537 shares
    Change vs previous 13F +243,390 shares

    4.68% of the 13F portfolio, value $9,426,429.

    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 266,147 shares
    Change vs previous 13F not available

    5.32% of the 13F portfolio, value $10,943,961.

    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).