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Disclosery

Financial Symmetry Inc: MSFT position timeline

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

Financial Symmetry Inc held 1,770 MSFT 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 1,770 shares
    Change vs previous 13F -423 shares

    0.29% of the 13F portfolio, value $907,617.

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

  2. period ended2026-06-30
    13F 2,193 shares
    Change vs previous 13F +390 shares

    0.27% of the 13F portfolio, value $817,864.

    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 1,803 shares
    Change vs previous 13F -606 shares

    0.26% of the 13F portfolio, value $735,311.

    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 2,409 shares
    Change vs previous 13F +31 shares

    0.48% of the 13F portfolio, value $1,165,102.

    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 2,378 shares
    Change vs previous 13F +135 shares

    0.55% of the 13F portfolio, value $1,231,811.

    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 2,243 shares
    Change vs previous 13F -8 shares

    0.58% of the 13F portfolio, value $1,115,709.

    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 2,251 shares
    Change vs previous 13F +156 shares

    0.52% of the 13F portfolio, value $845,004.

    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 2,095 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $882,915.

    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).