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Disclosery

Financial Symmetry Inc: VOO position timeline

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

Financial Symmetry Inc held 2,532 VOO 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 2,532 shares
    Change vs previous 13F +6 shares

    0.57% of the 13F portfolio, value $1,774,820.

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

  2. period ended2026-06-30
    13F 2,526 shares
    Change vs previous 13F -73 shares

    0.58% of the 13F portfolio, value $1,735,040.

    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 2,599 shares
    Change vs previous 13F +6 shares

    0.61% of the 13F portfolio, value $1,716,523.

    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 2,593 shares
    Change vs previous 13F +2,012 shares

    0.66% of the 13F portfolio, value $1,625,891.

    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 581 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $355,924.

    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).