Symphony Financial, Ltd. Co.: JCI position timeline

Symphony Financial, Ltd. Co. held 2,502 JCI 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 2,502 shares

   Change vs previous 13F +30 shares

   0.04% of the 13F portfolio, value $357,468.

   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 2,472 shares

   Change vs previous 13F +683 shares

   0.04% of the 13F portfolio, value $320,253.

   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 1,789 shares

   Change vs previous 13F -571 shares

   0.03% of the 13F portfolio, value $215,823.

   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 2,360 shares

   Change vs previous 13F +19 shares

   0.03% of the 13F portfolio, value $258,302.

   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 2,341 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $280,037.

   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).