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Disclosery

Financial Symmetry Inc: MA position timeline

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

Financial Symmetry Inc held 470 MA 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 470 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $259,191.

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

  2. period ended2026-06-30
    13F 470 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $241,392.

    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 470 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $236,372.

    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 470 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $268,314.

    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 470 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $267,341.

    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 470 shares
    Change vs previous 13F -26 shares

    0.14% of the 13F portfolio, value $264,112.

    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 496 shares
    Change vs previous 13F +26 shares

    0.17% of the 13F portfolio, value $271,868.

    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 470 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $247,488.

    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).