Symphony Financial, Ltd. Co.: BRK-B position timeline

Symphony Financial, Ltd. Co. held 14,402 BRK-B 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 14,402 shares

   Change vs previous 13F +71 shares

   0.78% of the 13F portfolio, value $7,147,128.

   13F-HR 0001754960-26-000681 filed by Symphony Financial, Ltd. Co.
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 14,331 shares

   Change vs previous 13F +2,529 shares

   0.9% of the 13F portfolio, value $6,821,664.

   13F-HR 0001754960-26-000348 filed by Symphony Financial, Ltd. Co.
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 11,802 shares

   Change vs previous 13F +500 shares

   0.8% of the 13F portfolio, value $5,943,804.

   13F-HR 0001754960-26-000167 filed by Symphony Financial, Ltd. Co.
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 11,302 shares

   Change vs previous 13F -3,789 shares

   0.69% of the 13F portfolio, value $5,666,711.

   13F-HR 0001754960-25-000738 filed by Symphony Financial, Ltd. Co.
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F/A 15,091 shares

   Change vs previous 13F +14,412 shares

   0.76% of the 13F portfolio, value $5,793,140.

   13F-HR/A 0001754960-25-000615 filed by Symphony Financial, Ltd. Co.
   Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 679 shares

   Change vs previous 13F -9,535 shares

   0.21% of the 13F portfolio, value $346,744.

   13F-HR 0001754960-25-000240 filed by Symphony Financial, Ltd. Co.
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 10,214 shares

   Change vs previous 13F -1,723 shares

   0.75% of the 13F portfolio, value $4,780,751.

   13F-HR 0001754960-25-000068 filed by Symphony Financial, Ltd. Co.
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 11,937 shares

   Change vs previous 13F not available

   0.9% of the 13F portfolio, value $5,459,911.

   13F-HR 0001754960-24-000520 filed by Symphony Financial, Ltd. Co.
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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