Seneca House Advisors

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Richmond, VA
CIK
0001731359
Alternate names
Stony Point Wealth Management Inc.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 76 192,196 13F-HR 10/13/2023 000108514623003710 Seneca House Advisors
Q2 2023 80 200,644 13F-HR 7/20/2023 000108514623002795 Seneca House Advisors
Q1 2023 83 192,610 13F-HR 4/11/2023 000108514623001617 Seneca House Advisors
Q4 2022 84 180,939 13F-HR 1/30/2023 000108514623000477 Seneca House Advisors
Q3 2022 79 134,971 13F-HR 10/7/2022 000108514622003284 Seneca House Advisors
Q2 2022 86 153,137 13F-HR 8/2/2022 000108514622002736 Seneca House Advisors
Q1 2022 84 189,676 13F-HR 4/14/2022 000108514622001426 Stony Point Wealth Management Inc.
Q4 2021 86 188,792 13F-HR 2/2/2022 000108514622000474 Stony Point Wealth Management Inc.
Q3 2021 89 166,342 13F-HR 10/14/2021 000108514621002793 Stony Point Wealth Management Inc.
Q2 2021 81 154,224 13F-HR 7/29/2021 000108514621002153 Stony Point Wealth Management Inc.
Q1 2021 78 141,554 13F-HR 4/27/2021 000108514621001316 Stony Point Wealth Management Inc.
Q4 2020 77 137,651 13F-HR 1/19/2021 000108514621000152 Stony Point Wealth Management Inc.
Q3 2020 71 126,387 13F-HR 11/10/2020 000108514620002836 Stony Point Wealth Management Inc.
Q2 2020 69 118,169 13F-HR 8/12/2020 000108514620002163 Stony Point Wealth Management Inc.
Q1 2020 63 94,486 13F-HR 4/9/2020 000108514620001040 Stony Point Wealth Management Inc.
Q4 2019 87 115,587 13F-HR 1/13/2020 000108514620000112 Stony Point Wealth Management Inc.
Q3 2019 84 105,735 13F-HR 10/15/2019 000108514619002527 Stony Point Wealth Management Inc.
Q2 2019 90 109,080 13F-HR 7/23/2019 000108514619001952 Stony Point Wealth Management Inc.
Q1 2019 94 115,132 13F-HR 4/22/2019 000108514619001233 Stony Point Wealth Management Inc.
Q4 2018 88 106,223 13F-HR 1/14/2019 000108514619000152 Stony Point Wealth Management Inc.
Q3 2018 99 127,711 13F-HR 10/19/2018 000108514618002357 Stony Point Wealth Management Inc.
Q2 2018 95 123,042 13F-HR 7/23/2018 000108514618001733 Stony Point Wealth Management Inc.
Q1 2018 94 119,560 13F-HR 4/12/2018 000108514618001071 Stony Point Wealth Management Inc.
Q4 2017 95 116,876 13F-HR 2/20/2018 000108514618000919 Stony Point Wealth Management Inc.