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Disclosery

SYM FINANCIAL Corp: WEC position timeline

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

SYM FINANCIAL Corp held 5,409 WEC 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 5,409 shares
    Change vs previous 13F +230 shares

    0.05% of the 13F portfolio, value $631,609.

    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 5,179 shares
    Change vs previous 13F -46 shares

    0.06% of the 13F portfolio, value $599,573.

    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 5,225 shares
    Change vs previous 13F -156 shares

    0.06% of the 13F portfolio, value $551,029.

    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 5,381 shares
    Change vs previous 13F +54 shares

    0.07% of the 13F portfolio, value $616,609.

    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 5,327 shares
    Change vs previous 13F +143 shares

    0.06% of the 13F portfolio, value $555,073.

    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 5,184 shares
    Change vs previous 13F +125 shares

    0.07% of the 13F portfolio, value $564,952.

    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 5,059 shares
    Change vs previous 13F -32 shares

    0.06% of the 13F portfolio, value $475,748.

    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 5,091 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $489,652.

    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).