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Symphony Financial, Ltd. Co.: PDBC position timeline

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

Symphony Financial, Ltd. Co. held 348,829 PDBC 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 348,829 shares
    Change vs previous 13F +19,295 shares

    0.6% of the 13F portfolio, value $5,527,800.

    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 329,534 shares
    Change vs previous 13F +13,273 shares

    0.76% of the 13F portfolio, value $5,758,035.

    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 316,261 shares
    Change vs previous 13F +15,467 shares

    0.57% of the 13F portfolio, value $4,235,076.

    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 300,794 shares
    Change vs previous 13F +58,259 shares

    0.49% of the 13F portfolio, value $4,045,077.

    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 242,535 shares
    Change vs previous 13F +200,714 shares

    0.5% of the 13F portfolio, value $3,788,378.

    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 41,821 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $570,020.

    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).