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Disclosery

Seneca Financial Advisors LLC: WDIV position timeline

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

Seneca Financial Advisors LLC held 18,419 WDIV 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 18,419 shares
    Change vs previous 13F +122 shares

    0.38% of the 13F portfolio, value $1,471,797.

    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 18,297 shares
    Change vs previous 13F -2,230 shares

    0.41% of the 13F portfolio, value $1,411,643.

    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 20,527 shares
    Change vs previous 13F -412 shares

    0.47% of the 13F portfolio, value $1,548,647.

    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 20,939 shares
    Change vs previous 13F -426 shares

    0.5% of the 13F portfolio, value $1,522,180.

    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 21,365 shares
    Change vs previous 13F +189 shares

    0.58% of the 13F portfolio, value $1,507,139.

    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 21,176 shares
    Change vs previous 13F -1,050 shares

    0.67% of the 13F portfolio, value $1,378,789.

    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 22,226 shares
    Change vs previous 13F +159 shares

    0.69% of the 13F portfolio, value $1,379,969.

    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 22,067 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,471,417.

    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).