Symphony Financial, Ltd. Co.: COST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Symphony Financial, Ltd. Co. on COST, newest first. How the timeline and the estimate are built.
Symphony Financial, Ltd. Co. held 4,146 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 4,146 sharesChange vs previous 13F +392 shares
0.43% of the 13F portfolio, value $3,918,709.
13F-HR 0001754960-26-000681 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,754 sharesChange vs previous 13F -641 shares
0.49% of the 13F portfolio, value $3,728,866.
13F-HR 0001754960-26-000348 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,395 sharesChange vs previous 13F -1,758 shares
0.51% of the 13F portfolio, value $3,803,213.
13F-HR 0001754960-26-000167 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,153 sharesChange vs previous 13F -13,429 shares
0.69% of the 13F portfolio, value $5,648,666.
13F-HR 0001754960-25-000738 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 19,582 sharesChange vs previous 13F +17,464 shares
0.78% of the 13F portfolio, value $5,937,561.
13F-HR/A 0001754960-25-000615 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,118 sharesChange vs previous 13F -3,674 shares
1.2% of the 13F portfolio, value $2,026,869.
13F-HR 0001754960-25-000240 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,792 sharesChange vs previous 13F -1,169 shares
0.86% of the 13F portfolio, value $5,478,387.
13F-HR 0001754960-25-000068 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,961 sharesChange vs previous 13F not available
1.02% of the 13F portfolio, value $6,142,765.
13F-HR 0001754960-24-000520 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).