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Disclosery

Financial Symmetry Inc: DFIC position timeline

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

Financial Symmetry Inc held 589,860 DFIC 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 589,860 shares
    Change vs previous 13F +130,140 shares

    7.09% of the 13F portfolio, value $22,184,627.

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

  2. period ended2026-06-30
    13F 459,720 shares
    Change vs previous 13F +43,648 shares

    5.7% of the 13F portfolio, value $17,078,610.

    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 416,072 shares
    Change vs previous 13F +56,363 shares

    5.53% of the 13F portfolio, value $15,573,585.

    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 359,709 shares
    Change vs previous 13F +48,117 shares

    5.06% of the 13F portfolio, value $12,395,570.

    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 311,592 shares
    Change vs previous 13F +52,272 shares

    4.58% of the 13F portfolio, value $10,217,092.

    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 259,320 shares
    Change vs previous 13F +44,696 shares

    4.16% of the 13F portfolio, value $8,062,256.

    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 214,624 shares
    Change vs previous 13F +31,945 shares

    3.66% of the 13F portfolio, value $5,960,108.

    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 182,679 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $4,721,346.

    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).