Symphony Financial, Ltd. Co.: PSX position timeline

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

Symphony Financial, Ltd. Co. held 5,919 PSX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 5,919 shares
Change vs previous 13F -299 shares
0.11% of the 13F portfolio, value $1,022,630.
13F-HR 0001754960-26-000681 filed by Symphony Financial, Ltd. Co.
Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,218 shares
Change vs previous 13F +218 shares
0.15% of the 13F portfolio, value $1,149,274.
13F-HR 0001754960-26-000348 filed by Symphony Financial, Ltd. Co.
Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,000 shares
Change vs previous 13F -49 shares
0.1% of the 13F portfolio, value $776,723.
13F-HR 0001754960-26-000167 filed by Symphony Financial, Ltd. Co.
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 6,049 shares
Change vs previous 13F +806 shares
0.1% of the 13F portfolio, value $819,019.
13F-HR 0001754960-25-000738 filed by Symphony Financial, Ltd. Co.
Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 5,243 shares
Change vs previous 13F +5,243 shares
0.08% of the 13F portfolio, value $617,532.
13F-HR/A 0001754960-25-000615 filed by Symphony Financial, Ltd. Co.
Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 0 shares
Change vs previous 13F -4,936 shares
13F-HR 0001754960-25-000240 filed by Symphony Financial, Ltd. Co.
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 4,936 shares
Change vs previous 13F -167 shares
0.09% of the 13F portfolio, value $594,744.
13F-HR 0001754960-25-000068 filed by Symphony Financial, Ltd. Co.
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 5,103 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $668,815.
13F-HR 0001754960-24-000520 filed by Symphony Financial, Ltd. Co.
Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).