Symphony Financial, Ltd. Co.: SCHG position timeline

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

Symphony Financial, Ltd. Co. held 35,208 SCHG 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 35,208 shares
Change vs previous 13F +5,403 shares
0.13% of the 13F portfolio, value $1,178,897.
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 29,805 shares
Change vs previous 13F +3,078 shares
0.11% of the 13F portfolio, value $853,443.
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 26,727 shares
Change vs previous 13F +5,831 shares
0.12% of the 13F portfolio, value $878,467.
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 20,896 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $662,648.
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).