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Disclosery

Financial Symmetry Inc: DFAT position timeline

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

Financial Symmetry Inc held 12,992 DFAT 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 12,992 shares
    Change vs previous 13F +3 shares

    0.28% of the 13F portfolio, value $863,199.

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

  2. period ended2026-06-30
    13F 12,989 shares
    Change vs previous 13F +7 shares

    0.3% of the 13F portfolio, value $907,393.

    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 12,982 shares
    Change vs previous 13F +1,002 shares

    0.31% of the 13F portfolio, value $871,842.

    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 11,980 shares
    Change vs previous 13F +128 shares

    0.29% of the 13F portfolio, value $713,316.

    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 11,852 shares
    Change vs previous 13F +866 shares

    0.31% of the 13F portfolio, value $689,887.

    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 10,986 shares
    Change vs previous 13F +141 shares

    0.31% of the 13F portfolio, value $592,821.

    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 10,845 shares
    Change vs previous 13F +2 shares

    0.34% of the 13F portfolio, value $558,411.

    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 10,843 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $603,506.

    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).