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Disclosery

SYM FINANCIAL Corp: XEL position timeline

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

SYM FINANCIAL Corp held 9,429 XEL 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 9,429 shares
    Change vs previous 13F +405 shares

    0.06% of the 13F portfolio, value $757,149.

    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 9,024 shares
    Change vs previous 13F +148 shares

    0.07% of the 13F portfolio, value $716,867.

    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 8,876 shares
    Change vs previous 13F -267 shares

    0.07% of the 13F portfolio, value $655,581.

    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 9,143 shares
    Change vs previous 13F +7 shares

    0.08% of the 13F portfolio, value $737,383.

    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 9,136 shares
    Change vs previous 13F -92 shares

    0.07% of the 13F portfolio, value $622,162.

    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 9,228 shares
    Change vs previous 13F +6 shares

    0.08% of the 13F portfolio, value $653,250.

    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 9,222 shares
    Change vs previous 13F +642 shares

    0.08% of the 13F portfolio, value $622,669.

    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 8,580 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $560,274.

    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).