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Seneca Financial Advisors LLC: VMBS position timeline

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

Seneca Financial Advisors LLC held 85,235 VMBS 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 85,235 shares
    Change vs previous 13F +2,278 shares

    1.04% of the 13F portfolio, value $3,989,872.

    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 82,957 shares
    Change vs previous 13F +4,333 shares

    1.14% of the 13F portfolio, value $3,894,828.

    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 78,624 shares
    Change vs previous 13F +9,608 shares

    1.13% of the 13F portfolio, value $3,701,631.

    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 69,016 shares
    Change vs previous 13F +2,146 shares

    1.06% of the 13F portfolio, value $3,240,987.

    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 66,870 shares
    Change vs previous 13F +36,832 shares

    1.19% of the 13F portfolio, value $3,098,765.

    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 30,038 shares
    Change vs previous 13F +680 shares

    0.67% of the 13F portfolio, value $1,391,053.

    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 29,358 shares
    Change vs previous 13F +490 shares

    0.66% of the 13F portfolio, value $1,331,110.

    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 28,868 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,362,845.

    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).