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Disclosery

Seneca Financial Advisors LLC: VYM position timeline

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

Seneca Financial Advisors LLC held 104,197 VYM 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 104,197 shares
    Change vs previous 13F -506 shares

    4.28% of the 13F portfolio, value $16,466,275.

    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 104,703 shares
    Change vs previous 13F +2,857 shares

    4.54% of the 13F portfolio, value $15,506,568.

    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 101,846 shares
    Change vs previous 13F +6,341 shares

    4.45% of the 13F portfolio, value $14,616,949.

    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 95,505 shares
    Change vs previous 13F +3,566 shares

    4.4% of the 13F portfolio, value $13,461,450.

    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 91,939 shares
    Change vs previous 13F +5,794 shares

    4.72% of the 13F portfolio, value $12,256,326.

    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 86,145 shares
    Change vs previous 13F +3,422 shares

    5.38% of the 13F portfolio, value $11,109,314.

    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 82,723 shares
    Change vs previous 13F +1,168 shares

    5.24% of the 13F portfolio, value $10,554,601.

    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 81,555 shares
    Change vs previous 13F not available

    5.09% of the 13F portfolio, value $10,455,294.

    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).