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Disclosery

SYM FINANCIAL Corp: SCHB position timeline

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

SYM FINANCIAL Corp held 1,187,558 SCHB 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 1,187,558 shares
    Change vs previous 13F -4,450 shares

    2.76% of the 13F portfolio, value $34,391,684.

    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 1,192,008 shares
    Change vs previous 13F -221 shares

    2.99% of the 13F portfolio, value $29,919,394.

    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 1,192,229 shares
    Change vs previous 13F +167,189 shares

    3.21% of the 13F portfolio, value $31,272,163.

    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 1,025,040 shares
    Change vs previous 13F +3,265 shares

    2.82% of the 13F portfolio, value $26,353,776.

    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 1,021,775 shares
    Change vs previous 13F +19,221 shares

    2.73% of the 13F portfolio, value $24,348,898.

    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 1,002,554 shares
    Change vs previous 13F +222,348 shares

    2.66% of the 13F portfolio, value $21,584,988.

    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).

  7. period ended2024-12-31
    13F 780,206 shares
    Change vs previous 13F +521,406 shares

    2.29% of the 13F portfolio, value $17,710,676.

    13F-HR 0001398344-25-001010 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).

  8. period ended2024-09-30
    13F 258,800 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $17,215,376.

    13F-HR 0001398344-24-020778 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).