Symphony Financial, Ltd. Co.: ITOT position timeline

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

Symphony Financial, Ltd. Co. held 8,356 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 8,356 shares
Change vs previous 13F -490 shares
0.15% of the 13F portfolio, value $1,362,792.
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).
period ended2026-03-31
13F 8,846 shares
Change vs previous 13F +1,294 shares
0.16% of the 13F portfolio, value $1,240,994.
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).
period ended2025-12-31
13F 7,552 shares
Change vs previous 13F +112 shares
0.15% of the 13F portfolio, value $1,131,329.
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 7,440 shares
Change vs previous 13F +444 shares
0.13% of the 13F portfolio, value $1,077,772.
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 6,996 shares
Change vs previous 13F +6,996 shares
0.12% of the 13F portfolio, value $949,870.
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 -6,231 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 6,231 shares
Change vs previous 13F -408 shares
0.13% of the 13F portfolio, value $827,489.
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 6,639 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $830,996.
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).