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Symphony Financial, Ltd. Co.: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Symphony Financial, Ltd. Co. on MSFT, newest first. How the timeline and the estimate are built.

Symphony Financial, Ltd. Co. held 51,587 MSFT 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 51,587 shares
    Change vs previous 13F +5,609 shares

    2.08% of the 13F portfolio, value $19,041,502.

    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 45,978 shares
    Change vs previous 13F +2,485 shares

    2.22% of the 13F portfolio, value $16,770,910.

    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 43,493 shares
    Change vs previous 13F -8,387 shares

    2.85% of the 13F portfolio, value $21,185,160.

    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 51,880 shares
    Change vs previous 13F -3,661 shares

    3.27% of the 13F portfolio, value $26,873,045.

    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 55,541 shares
    Change vs previous 13F +44,946 shares

    3.26% of the 13F portfolio, value $24,811,577.

    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 10,595 shares
    Change vs previous 13F -33,649 shares

    2.28% of the 13F portfolio, value $3,853,707.

    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 44,244 shares
    Change vs previous 13F -1,453 shares

    3% of the 13F portfolio, value $19,102,265.

    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 45,697 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $19,478,511.

    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).