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Symphony Financial, Ltd. Co.: WCMI position timeline

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

Symphony Financial, Ltd. Co. held 180,024 WCMI 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 180,024 shares
    Change vs previous 13F +36,643 shares

    0.38% of the 13F portfolio, value $3,483,463.

    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 143,381 shares
    Change vs previous 13F +18,892 shares

    0.31% of the 13F portfolio, value $2,355,306.

    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 124,489 shares
    Change vs previous 13F +2,339 shares

    0.29% of the 13F portfolio, value $2,126,278.

    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 122,150 shares
    Change vs previous 13F +6,205 shares

    0.25% of the 13F portfolio, value $2,050,493.

    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 115,945 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,827,287.

    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).