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Disclosery

Financial Symmetry Inc: DUSB position timeline

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

Financial Symmetry Inc held 210,421 DUSB 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 210,421 shares
    Change vs previous 13F +17,059 shares

    3.39% of the 13F portfolio, value $10,622,070.

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

  2. period ended2026-06-30
    13F 193,362 shares
    Change vs previous 13F +8,858 shares

    3.28% of the 13F portfolio, value $9,818,948.

    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 184,504 shares
    Change vs previous 13F +36,586 shares

    3.33% of the 13F portfolio, value $9,365,441.

    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 147,918 shares
    Change vs previous 13F +39,251 shares

    3.06% of the 13F portfolio, value $7,492,022.

    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 108,667 shares
    Change vs previous 13F +35,642 shares

    2.47% of the 13F portfolio, value $5,518,131.

    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 73,025 shares
    Change vs previous 13F +13,790 shares

    1.91% of the 13F portfolio, value $3,706,032.

    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 59,235 shares
    Change vs previous 13F +26,486 shares

    1.85% of the 13F portfolio, value $3,004,983.

    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 32,749 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,656,108.

    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).