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Symphony Financial, Ltd. Co.: MUB position timeline

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

Symphony Financial, Ltd. Co. held 32,721 MUB 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 32,721 shares
    Change vs previous 13F -749 shares

    0.39% of the 13F portfolio, value $3,521,721.

    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 33,470 shares
    Change vs previous 13F +1,946 shares

    0.47% of the 13F portfolio, value $3,553,111.

    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 31,524 shares
    Change vs previous 13F +1,967 shares

    0.45% of the 13F portfolio, value $3,376,546.

    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 29,557 shares
    Change vs previous 13F +1,538 shares

    0.38% of the 13F portfolio, value $3,146,851.

    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 28,019 shares
    Change vs previous 13F +539 shares

    0.4% of the 13F portfolio, value $3,043,841.

    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 27,480 shares
    Change vs previous 13F -8,497 shares

    1.68% of the 13F portfolio, value $2,831,938.

    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 35,977 shares
    Change vs previous 13F +10,150 shares

    0.6% of the 13F portfolio, value $3,828,096.

    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 25,827 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,803,797.

    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).