Symphony Financial, Ltd. Co.: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Symphony Financial, Ltd. Co. on MCD, newest first. How the timeline and the estimate are built.
Symphony Financial, Ltd. Co. held 7,995 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 7,995 sharesChange vs previous 13F -100 shares
0.23% of the 13F portfolio, value $2,139,913.
13F-HR 0001754960-26-000681 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,095 sharesChange vs previous 13F +92 shares
0.33% of the 13F portfolio, value $2,503,456.
13F-HR 0001754960-26-000348 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,003 sharesChange vs previous 13F -3,002 shares
0.33% of the 13F portfolio, value $2,463,360.
13F-HR 0001754960-26-000167 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,005 sharesChange vs previous 13F -2,522 shares
0.4% of the 13F portfolio, value $3,312,273.
13F-HR 0001754960-25-000738 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 13,527 sharesChange vs previous 13F +10,109 shares
0.41% of the 13F portfolio, value $3,104,852.
13F-HR/A 0001754960-25-000615 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,418 sharesChange vs previous 13F -5,589 shares
0.62% of the 13F portfolio, value $1,044,560.
13F-HR 0001754960-25-000240 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,007 sharesChange vs previous 13F +601 shares
0.4% of the 13F portfolio, value $2,541,410.
13F-HR 0001754960-25-000068 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,406 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $2,545,617.
13F-HR 0001754960-24-000520 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).