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Symphony Financial, Ltd. Co.: TSLA position timeline

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

Symphony Financial, Ltd. Co. held 17,879 TSLA 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 17,879 shares
    Change vs previous 13F -24 shares

    0.81% of the 13F portfolio, value $7,409,578.

    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 17,903 shares
    Change vs previous 13F +390 shares

    0.87% of the 13F portfolio, value $6,555,639.

    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 17,513 shares
    Change vs previous 13F -2,856 shares

    1.07% of the 13F portfolio, value $7,935,061.

    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 20,369 shares
    Change vs previous 13F -4,504 shares

    1.09% of the 13F portfolio, value $8,985,659.

    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 24,873 shares
    Change vs previous 13F +18,046 shares

    0.83% of the 13F portfolio, value $6,345,415.

    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 6,827 shares
    Change vs previous 13F -3,639 shares

    0.95% of the 13F portfolio, value $1,602,801.

    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 10,466 shares
    Change vs previous 13F +597 shares

    0.7% of the 13F portfolio, value $4,425,406.

    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 9,869 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,474,545.

    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).