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Disclosery

Seneca Financial Advisors LLC: SCHZ position timeline

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

Seneca Financial Advisors LLC held 62,216 SCHZ 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 62,216 shares
    Change vs previous 13F +2,101 shares

    0.37% of the 13F portfolio, value $1,439,054.

    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 60,115 shares
    Change vs previous 13F +646 shares

    0.41% of the 13F portfolio, value $1,395,877.

    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 59,469 shares
    Change vs previous 13F -131 shares

    0.42% of the 13F portfolio, value $1,389,799.

    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 59,600 shares
    Change vs previous 13F +131 shares

    0.46% of the 13F portfolio, value $1,398,818.

    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 59,469 shares
    Change vs previous 13F -281 shares

    0.53% of the 13F portfolio, value $1,382,070.

    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 59,750 shares
    Change vs previous 13F +4,372 shares

    0.67% of the 13F portfolio, value $1,383,800.

    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 55,378 shares
    Change vs previous 13F +31,751 shares

    0.62% of the 13F portfolio, value $1,257,089.

    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 23,627 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,122,732.

    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).