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Symphony Financial, Ltd. Co.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Symphony Financial, Ltd. Co. on AAPL, newest first. How the timeline and the estimate are built.

Symphony Financial, Ltd. Co. held 82,235 AAPL 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 82,235 shares
    Change vs previous 13F +4,648 shares

    2.55% of the 13F portfolio, value $23,285,862.

    13F-HR 0001754960-26-000681 filed by Symphony Financial, Ltd. Co.
    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 77,587 shares
    Change vs previous 13F +3,278 shares

    2.56% of the 13F portfolio, value $19,322,377.

    13F-HR 0001754960-26-000348 filed by Symphony Financial, Ltd. Co.
    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 74,309 shares
    Change vs previous 13F -19,966 shares

    2.72% of the 13F portfolio, value $20,281,669.

    13F-HR 0001754960-26-000167 filed by Symphony Financial, Ltd. Co.
    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 94,275 shares
    Change vs previous 13F +249 shares

    2.93% of the 13F portfolio, value $24,047,317.

    13F-HR 0001754960-25-000738 filed by Symphony Financial, Ltd. Co.
    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/A 94,026 shares
    Change vs previous 13F +65,043 shares

    2.62% of the 13F portfolio, value $19,942,044.

    13F-HR/A 0001754960-25-000615 filed by Symphony Financial, Ltd. Co.
    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 28,983 shares
    Change vs previous 13F -47,548 shares

    3.37% of the 13F portfolio, value $5,691,406.

    13F-HR 0001754960-25-000240 filed by Symphony Financial, Ltd. Co.
    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 76,531 shares
    Change vs previous 13F -3,903 shares

    2.68% of the 13F portfolio, value $17,076,205.

    13F-HR 0001754960-25-000068 filed by Symphony Financial, Ltd. Co.
    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 80,434 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $18,255,425.

    13F-HR 0001754960-24-000520 filed by Symphony Financial, Ltd. Co.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).