Symphony Financial, Ltd. Co.: IUSV position timeline

Symphony Financial, Ltd. Co. held 76,013 IUSV 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 76,013 shares

   Change vs previous 13F +1,605 shares

   0.92% of the 13F portfolio, value $8,374,904.

   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).

2. period ended2026-03-31

   13F 74,408 shares

   Change vs previous 13F -4,632 shares

   1% of the 13F portfolio, value $7,574,255.

   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).

3. period ended2025-12-31

   13F 79,040 shares

   Change vs previous 13F -36,671 shares

   1.09% of the 13F portfolio, value $8,132,167.

   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).

4. period ended2025-09-30

   13F 115,711 shares

   Change vs previous 13F +15,435 shares

   1.41% of the 13F portfolio, value $11,591,854.

   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).

5. period ended2025-06-30

   13F/A 100,276 shares

   Change vs previous 13F +4,838 shares

   1.45% of the 13F portfolio, value $11,051,495.

   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).

6. period ended2025-03-31

   13F 95,438 shares

   Change vs previous 13F -17,115 shares

   4.97% of the 13F portfolio, value $8,391,474.

   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).

7. period ended2024-12-31

   13F 112,553 shares

   Change vs previous 13F +262 shares

   1.67% of the 13F portfolio, value $10,638,373.

   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).

8. period ended2024-09-30

   13F 112,291 shares

   Change vs previous 13F not available

   1.77% of the 13F portfolio, value $10,686,660.

   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).