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Symphony Financial, Ltd. Co.: SLYV position timeline

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

Symphony Financial, Ltd. Co. held 75,656 SLYV 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 75,656 shares
    Change vs previous 13F +4,915 shares

    0.9% of the 13F portfolio, value $8,231,291.

    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 70,741 shares
    Change vs previous 13F +2,642 shares

    0.88% of the 13F portfolio, value $6,629,670.

    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 68,099 shares
    Change vs previous 13F -33,372 shares

    0.84% of the 13F portfolio, value $6,249,118.

    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 101,471 shares
    Change vs previous 13F +1,015 shares

    1.09% of the 13F portfolio, value $8,990,700.

    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 100,456 shares
    Change vs previous 13F +63,139 shares

    1.07% of the 13F portfolio, value $8,160,997.

    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 37,317 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $2,636,178.

    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).