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Disclosery

Financial Symmetry Inc: DFAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Symmetry Inc on DFAS, newest first. How the timeline and the estimate are built.

Financial Symmetry Inc held 8,499 DFAS shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,499 shares
    Change vs previous 13F +1,180 shares

    0.21% of the 13F portfolio, value $658,020.

    13F-HR 0002004843-26-000006 filed by Financial Symmetry Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,319 shares
    Change vs previous 13F +10 shares

    0.2% of the 13F portfolio, value $602,685.

    13F-HR 0002004843-26-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 7,309 shares
    Change vs previous 13F -1,222 shares

    0.2% of the 13F portfolio, value $564,928.

    13F-HR 0002004843-26-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 8,531 shares
    Change vs previous 13F +1,136 shares

    0.24% of the 13F portfolio, value $594,368.

    13F-HR 0002004843-26-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 7,395 shares
    Change vs previous 13F +16 shares

    0.23% of the 13F portfolio, value $506,287.

    13F-HR 0002004843-25-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 7,379 shares
    Change vs previous 13F +874 shares

    0.24% of the 13F portfolio, value $470,095.

    13F-HR 0002004843-25-000004 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 6,505 shares
    Change vs previous 13F +262 shares

    0.24% of the 13F portfolio, value $388,674.

    13F-HR 0002004843-25-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 6,243 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $406,294.

    13F-HR 0002004843-25-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).