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Disclosery

Seneca Financial Advisors LLC: VIG position timeline

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

Seneca Financial Advisors LLC held 150,196 VIG 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 150,196 shares
    Change vs previous 13F -49 shares

    9.23% of the 13F portfolio, value $35,539,276.

    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 150,245 shares
    Change vs previous 13F +2,584 shares

    9.47% of the 13F portfolio, value $32,311,738.

    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 147,661 shares
    Change vs previous 13F +673 shares

    9.88% of the 13F portfolio, value $32,452,986.

    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 146,988 shares
    Change vs previous 13F -528 shares

    10.36% of the 13F portfolio, value $31,718,483.

    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 147,516 shares
    Change vs previous 13F +820 shares

    11.64% of the 13F portfolio, value $30,192,074.

    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 146,696 shares
    Change vs previous 13F +1,276 shares

    13.79% of the 13F portfolio, value $28,457,550.

    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 145,420 shares
    Change vs previous 13F -2,716 shares

    14.14% of the 13F portfolio, value $28,477,663.

    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 148,136 shares
    Change vs previous 13F not available

    14.27% of the 13F portfolio, value $29,339,894.

    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).