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Disclosery

Financial Symmetry Inc: DFIV position timeline

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

Financial Symmetry Inc held 9,755 DFIV 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 9,755 shares
    Change vs previous 13F +3 shares

    0.17% of the 13F portfolio, value $544,939.

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

  2. period ended2026-06-30
    13F 9,752 shares
    Change vs previous 13F +11 shares

    0.18% of the 13F portfolio, value $526,204.

    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 9,741 shares
    Change vs previous 13F +404 shares

    0.19% of the 13F portfolio, value $536,915.

    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 9,337 shares
    Change vs previous 13F +3 shares

    0.19% of the 13F portfolio, value $465,907.

    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 9,334 shares
    Change vs previous 13F +324 shares

    0.19% of the 13F portfolio, value $430,499.

    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 9,010 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $385,898.

    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 9,010 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $354,634.

    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 9,010 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $319,675.

    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).