Symphony Financial, Ltd. Co.: SPY position timeline

Symphony Financial, Ltd. Co. held 30,254 SPY 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 30,254 shares

   Change vs previous 13F +11,598 shares

   2.46% of the 13F portfolio, value $22,495,569.

   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).

2. period ended2026-03-31

   13F 18,656 shares

   Change vs previous 13F -4,900 shares

   1.6% of the 13F portfolio, value $12,080,966.

   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).

3. period ended2025-12-31

   13F 23,556 shares

   Change vs previous 13F +4,915 shares

   2.16% of the 13F portfolio, value $16,115,796.

   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).

4. period ended2025-09-30

   13F 18,641 shares

   Change vs previous 13F +10,789 shares

   1.51% of the 13F portfolio, value $12,401,062.

   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).

5. period ended2025-06-30

   13F/A 7,852 shares

   Change vs previous 13F +7,254 shares

   1.52% of the 13F portfolio, value $11,552,606.

   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).

6. period ended2025-03-31

   13F 598 shares

   Change vs previous 13F -13,488 shares

   0.18% of the 13F portfolio, value $308,979.

   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).

7. period ended2024-12-31

   13F 14,086 shares

   Change vs previous 13F +3,492 shares

   1.34% of the 13F portfolio, value $8,496,755.

   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).

8. period ended2024-09-30

   13F 10,594 shares

   Change vs previous 13F not available

   1% of the 13F portfolio, value $6,052,543.

   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).