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Disclosery

Financial Symmetry Inc: VO position timeline

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

Financial Symmetry Inc held 9,644 VO 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 9,644 shares
    Change vs previous 13F -77 shares

    0.24% of the 13F portfolio, value $756,282.

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

  2. period ended2026-06-30
    13F 9,721 shares
    Change vs previous 13F -542 shares

    0.26% of the 13F portfolio, value $783,199.

    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 10,263 shares
    Change vs previous 13F +7,016 shares

    0.28% of the 13F portfolio, value $793,439.

    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 3,247 shares
    Change vs previous 13F +3,247 shares

    0.38% of the 13F portfolio, value $942,398.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,036 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 1,036 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $268,057.

    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).