Symphony Financial, Ltd. Co.: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Symphony Financial, Ltd. Co. on VTI, newest first. How the timeline and the estimate are built.
Symphony Financial, Ltd. Co. held 36,664 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 36,664 sharesChange vs previous 13F +584 shares
1.48% of the 13F portfolio, value $13,547,375.
13F-HR 0001754960-26-000681 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 36,080 sharesChange vs previous 13F -5,484 shares
1.53% of the 13F portfolio, value $11,544,632.
13F-HR 0001754960-26-000348 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 41,564 sharesChange vs previous 13F +10,167 shares
1.87% of the 13F portfolio, value $13,954,126.
13F-HR 0001754960-26-000167 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 31,397 sharesChange vs previous 13F -48,571 shares
1.25% of the 13F portfolio, value $10,288,844.
13F-HR 0001754960-25-000738 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 79,968 sharesChange vs previous 13F +61,971 shares
2.86% of the 13F portfolio, value $21,824,615.
13F-HR/A 0001754960-25-000615 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,997 sharesChange vs previous 13F +1,311 shares
3.01% of the 13F portfolio, value $5,078,621.
13F-HR 0001754960-25-000240 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,686 sharesChange vs previous 13F -19,813 shares
0.77% of the 13F portfolio, value $4,909,012.
13F-HR 0001754960-25-000068 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 36,499 sharesChange vs previous 13F not available
1.7% of the 13F portfolio, value $10,271,353.
13F-HR 0001754960-24-000520 filed by Symphony Financial, Ltd. Co.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).