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Symphony Financial, Ltd. Co.: GS position timeline

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

Symphony Financial, Ltd. Co. held 835 GS 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 835 shares
    Change vs previous 13F +240 shares

    0.09% of the 13F portfolio, value $847,335.

    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 595 shares
    Change vs previous 13F -134 shares

    0.07% of the 13F portfolio, value $496,739.

    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 729 shares
    Change vs previous 13F +81 shares

    0.09% of the 13F portfolio, value $641,856.

    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 648 shares
    Change vs previous 13F -3,476 shares

    0.06% of the 13F portfolio, value $514,328.

    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 4,124 shares
    Change vs previous 13F +4,124 shares

    0.06% of the 13F portfolio, value $487,437.

    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 0 shares
    Change vs previous 13F -483 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 483 shares
    Change vs previous 13F -34 shares

    0.05% of the 13F portfolio, value $306,316.

    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 517 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $256,788.

    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).