Symphony Financial, Ltd. Co.: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Symphony Financial, Ltd. Co. on MO, newest first. How the timeline and the estimate are built.
Symphony Financial, Ltd. Co. held 87,957 MO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 87,957 sharesChange vs previous 13F +2,702 shares
0.71% of the 13F portfolio, value $6,504,855.
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 85,255 sharesChange vs previous 13F -294 shares
0.75% of the 13F portfolio, value $5,662,530.
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 85,549 sharesChange vs previous 13F -28,476 shares
0.66% of the 13F portfolio, value $4,941,879.
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 114,025 sharesChange vs previous 13F -807 shares
0.91% of the 13F portfolio, value $7,486,023.
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 114,832 sharesChange vs previous 13F +87,659 shares
0.9% of the 13F portfolio, value $6,896,661.
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 27,173 sharesChange vs previous 13F -78,986 shares
0.93% of the 13F portfolio, value $1,562,316.
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 106,159 sharesChange vs previous 13F -34,490 shares
0.86% of the 13F portfolio, value $5,447,305.
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 140,649 sharesChange vs previous 13F not available
1.19% of the 13F portfolio, value $7,169,080.
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).