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Symphony Financial, Ltd. Co.: SPYG position timeline

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

Symphony Financial, Ltd. Co. held 280,638 SPYG 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 280,638 shares
    Change vs previous 13F +5,815 shares

    3.61% of the 13F portfolio, value $33,017,068.

    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 274,823 shares
    Change vs previous 13F -4,470 shares

    3.5% of the 13F portfolio, value $26,451,627.

    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 279,293 shares
    Change vs previous 13F -45,391 shares

    4.03% of the 13F portfolio, value $29,982,378.

    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 324,684 shares
    Change vs previous 13F +22,056 shares

    4.12% of the 13F portfolio, value $33,863,881.

    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 302,628 shares
    Change vs previous 13F +187,529 shares

    4.05% of the 13F portfolio, value $30,828,823.

    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 115,099 shares
    Change vs previous 13F -216,882 shares

    5.39% of the 13F portfolio, value $9,101,713.

    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 331,981 shares
    Change vs previous 13F +3,832 shares

    4.73% of the 13F portfolio, value $30,129,756.

    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 328,149 shares
    Change vs previous 13F not available

    4.47% of the 13F portfolio, value $27,037,473.

    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).