Financial Symmetry Inc: DFSV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Symmetry Inc on DFSV, newest first. How the timeline and the estimate are built.
Financial Symmetry Inc held 137,987 DFSV shares at 2026-09-30 per its 13F-HR filed 2026-10-06.
the latest 13F is the newest step
- period ended2026-09-3013F 137,987 sharesChange vs previous 13F not available
1.65% of the 13F portfolio, value $5,170,371.
13F-HR 0002004843-26-000006 filed by Financial Symmetry Inc
Accepted , ingested