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Symphony Financial, Ltd. Co.: IEFA position timeline

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

Symphony Financial, Ltd. Co. held 119,393 IEFA 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 119,393 shares
    Change vs previous 13F +9,238 shares

    1.26% of the 13F portfolio, value $11,519,142.

    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 110,155 shares
    Change vs previous 13F +19,695 shares

    1.31% of the 13F portfolio, value $9,892,810.

    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 90,460 shares
    Change vs previous 13F -118,408 shares

    1.09% of the 13F portfolio, value $8,111,793.

    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 208,868 shares
    Change vs previous 13F +22,898 shares

    2.25% of the 13F portfolio, value $18,453,384.

    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 185,970 shares
    Change vs previous 13F +26,633 shares

    2.24% of the 13F portfolio, value $17,103,962.

    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 159,337 shares
    Change vs previous 13F -5,207 shares

    7.02% of the 13F portfolio, value $11,859,947.

    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).

  7. period ended2024-12-31
    13F 164,544 shares
    Change vs previous 13F +9,357 shares

    1.87% of the 13F portfolio, value $11,921,177.

    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 155,187 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $12,041,618.

    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).