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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

  1. period ended2026-06-30
    13F 87,957 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 85,255 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 85,549 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 114,025 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 114,832 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 27,173 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 106,159 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 140,649 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).