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Seneca Financial Advisors LLC: SCHV position timeline

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

Seneca Financial Advisors LLC held 624,063 SCHV 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 624,063 shares
    Change vs previous 13F -14,633 shares

    5.64% of the 13F portfolio, value $21,723,646.

    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 638,696 shares
    Change vs previous 13F -14,248 shares

    5.71% of the 13F portfolio, value $19,480,230.

    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 652,944 shares
    Change vs previous 13F +18,214 shares

    5.88% of the 13F portfolio, value $19,333,665.

    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 634,730 shares
    Change vs previous 13F -17,759 shares

    6.03% of the 13F portfolio, value $18,476,993.

    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 652,489 shares
    Change vs previous 13F -34,632 shares

    6.96% of the 13F portfolio, value $18,054,359.

    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 687,121 shares
    Change vs previous 13F +36,509 shares

    8.85% of the 13F portfolio, value $18,263,683.

    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 650,612 shares
    Change vs previous 13F +436,206 shares

    8.42% of the 13F portfolio, value $16,961,453.

    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 214,406 shares
    Change vs previous 13F not available

    8.38% of the 13F portfolio, value $17,231,804.

    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).