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Disclosery

SYM FINANCIAL Corp: XLV position timeline

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

SYM FINANCIAL Corp held 1,149 XLV 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 1,149 shares
    Change vs previous 13F +296 shares

    0.01% of the 13F portfolio, value $182,300.

    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 853 shares
    Change vs previous 13F -128 shares

    0.01% of the 13F portfolio, value $125,058.

    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 981 shares
    Change vs previous 13F -480 shares

    0.02% of the 13F portfolio, value $151,859.

    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 1,461 shares
    Change vs previous 13F -54 shares

    0.02% of the 13F portfolio, value $203,327.

    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 1,515 shares
    Change vs previous 13F -15 shares

    0.02% of the 13F portfolio, value $204,207.

    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 1,530 shares
    Change vs previous 13F -23 shares

    0.03% of the 13F portfolio, value $223,395.

    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 1,553 shares
    Change vs previous 13F +170 shares

    0.03% of the 13F portfolio, value $213,646.

    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 1,383 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $213,010.

    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).