Symphony Financial, Ltd. Co.: EXR position timeline

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

Symphony Financial, Ltd. Co. held 0 EXR shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

period ended2026-03-31
13F 0 shares
Change vs previous 13F -1,985 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2025-12-31
13F 1,985 shares
Change vs previous 13F -528 shares
0.04% of the 13F portfolio, value $260,914.
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).
period ended2025-09-30
13F 2,513 shares
Change vs previous 13F -6,962 shares
0.04% of the 13F portfolio, value $351,955.
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).
period ended2025-06-30
13F/A 9,475 shares
Change vs previous 13F +9,475 shares
0.18% of the 13F portfolio, value $1,378,542.
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).
period ended2025-03-31
13F 0 shares
Change vs previous 13F -8,158 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 8,158 shares
Change vs previous 13F -814 shares
0.19% of the 13F portfolio, value $1,239,196.
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).
period ended2024-09-30
13F 8,972 shares
Change vs previous 13F not available
0.26% of the 13F portfolio, value $1,590,018.
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).