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Disclosery

SYM FINANCIAL Corp: TAK position timeline

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

SYM FINANCIAL Corp held 19,133 TAK 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 19,133 shares
    Change vs previous 13F +2,963 shares

    0.02% of the 13F portfolio, value $306,702.

    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 16,170 shares
    Change vs previous 13F +168 shares

    0.03% of the 13F portfolio, value $299,468.

    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 16,002 shares
    Change vs previous 13F -7,794 shares

    0.03% of the 13F portfolio, value $249,471.

    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 23,796 shares
    Change vs previous 13F +3,702 shares

    0.04% of the 13F portfolio, value $348,373.

    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 20,094 shares
    Change vs previous 13F +1,891 shares

    0.03% of the 13F portfolio, value $310,653.

    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 18,203 shares
    Change vs previous 13F +7,617 shares

    0.03% of the 13F portfolio, value $270,679.

    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 10,586 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $140,159.

    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).