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Disclosery

Symphony Financial, Ltd. Co.: IUSG position timeline

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

Symphony Financial, Ltd. Co. held 8,150 IUSG 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 8,150 shares
    Change vs previous 13F +46 shares

    0.17% of the 13F portfolio, value $1,526,597.

    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 8,104 shares
    Change vs previous 13F -1,081 shares

    0.17% of the 13F portfolio, value $1,249,641.

    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 9,185 shares
    Change vs previous 13F +121 shares

    0.21% of the 13F portfolio, value $1,546,018.

    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 9,064 shares
    Change vs previous 13F -271 shares

    0.18% of the 13F portfolio, value $1,498,201.

    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 9,335 shares
    Change vs previous 13F +2,476 shares

    0.18% of the 13F portfolio, value $1,349,496.

    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 6,859 shares
    Change vs previous 13F -2,068 shares

    0.48% of the 13F portfolio, value $815,675.

    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 8,927 shares
    Change vs previous 13F +1,019 shares

    0.2% of the 13F portfolio, value $1,297,317.

    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 7,908 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,029,890.

    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).