Symphony Financial, Ltd. Co.: CAT position timeline

Symphony Financial, Ltd. Co. held 2,099 CAT 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 2,099 shares

   Change vs previous 13F +777 shares

   0.24% of the 13F portfolio, value $2,213,126.

   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 1,322 shares

   Change vs previous 13F -281 shares

   0.12% of the 13F portfolio, value $926,245.

   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 1,603 shares

   Change vs previous 13F -201 shares

   0.12% of the 13F portfolio, value $920,001.

   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 1,804 shares

   Change vs previous 13F -11,160 shares

   0.11% of the 13F portfolio, value $872,228.

   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 12,964 shares

   Change vs previous 13F +6,747 shares

   0.44% of the 13F portfolio, value $3,317,691.

   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 6,217 shares

   Change vs previous 13F -649 shares

   1.06% of the 13F portfolio, value $1,794,824.

   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 6,866 shares

   Change vs previous 13F +79 shares

   0.43% of the 13F portfolio, value $2,719,861.

   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 6,787 shares

   Change vs previous 13F not available

   0.44% of the 13F portfolio, value $2,672,049.

   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).