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Symphony Financial, Ltd. Co.: MVO position timeline

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

Symphony Financial, Ltd. Co. held 75,805 MVO 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 75,805 shares
    Change vs previous 13F +2,453 shares

    0.01% of the 13F portfolio, value $122,804.

    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 73,352 shares
    Change vs previous 13F +2,578 shares

    0.02% of the 13F portfolio, value $165,410.

    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 70,774 shares
    Change vs previous 13F +1,319 shares

    0.01% of the 13F portfolio, value $85,636.

    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 69,455 shares
    Change vs previous 13F +1,009 shares

    0.05% of the 13F portfolio, value $388,946.

    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 68,446 shares
    Change vs previous 13F +68,446 shares

    0.05% of the 13F portfolio, value $395,619.

    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 0 shares
    Change vs previous 13F -65,976 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 65,976 shares
    Change vs previous 13F -3,384 shares

    0.07% of the 13F portfolio, value $473,708.

    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 69,360 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $651,986.

    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).