Skip to content
Disclosery

SYM FINANCIAL Corp: EXEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SYM FINANCIAL Corp on EXEL, newest first. How the timeline and the estimate are built.

SYM FINANCIAL Corp held 5,812 EXEL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,812 shares
    Change vs previous 13F +44 shares

    0.03% of the 13F portfolio, value $316,231.

    13F-HR 0001398344-26-013478 filed by SYM FINANCIAL Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,768 shares
    Change vs previous 13F -646 shares

    0.02% of the 13F portfolio, value $247,390.

    13F-HR 0001398344-26-008744 filed by SYM FINANCIAL Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,414 shares
    Change vs previous 13F +1,075 shares

    0.03% of the 13F portfolio, value $281,126.

    13F-HR 0001398344-26-003003 filed by SYM FINANCIAL Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,339 shares
    Change vs previous 13F -1,161 shares

    0.02% of the 13F portfolio, value $220,501.

    13F-HR 0001398344-25-020214 filed by SYM FINANCIAL Corp
    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 6,500 shares
    Change vs previous 13F -739 shares

    0.03% of the 13F portfolio, value $286,488.

    13F-HR 0001398344-25-014302 filed by SYM FINANCIAL Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,239 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $267,264.

    13F-HR 0001398344-25-008756 filed by SYM FINANCIAL Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).