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Disclosery

Symphony Financial, Ltd. Co.: PEG position timeline

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

Symphony Financial, Ltd. Co. held 4,947 PEG 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 4,947 shares
    Change vs previous 13F +797 shares

    0.04% of the 13F portfolio, value $406,670.

    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 4,150 shares
    Change vs previous 13F -412 shares

    0.04% of the 13F portfolio, value $333,206.

    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 4,562 shares
    Change vs previous 13F -4,805 shares

    0.05% of the 13F portfolio, value $369,001.

    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 9,367 shares
    Change vs previous 13F -117 shares

    0.09% of the 13F portfolio, value $768,713.

    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 9,484 shares
    Change vs previous 13F +3,863 shares

    0.1% of the 13F portfolio, value $744,085.

    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 5,621 shares
    Change vs previous 13F -10,868 shares

    0.27% of the 13F portfolio, value $455,835.

    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 16,489 shares
    Change vs previous 13F +1,063 shares

    0.23% of the 13F portfolio, value $1,464,423.

    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 15,426 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,396,362.

    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).