Symphony Financial, Ltd. Co.: XLE position timeline

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

Symphony Financial, Ltd. Co. held 15,179 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

period ended2026-06-30
13F 15,179 shares
Change vs previous 13F +29 shares
0.09% of the 13F portfolio, value $812,247.
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).
period ended2026-03-31
13F 15,150 shares
Change vs previous 13F +1,220 shares
0.13% of the 13F portfolio, value $944,223.
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).
period ended2025-12-31
13F 13,930 shares
Change vs previous 13F +7,206 shares
0.08% of the 13F portfolio, value $625,936.
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).
period ended2025-09-30
13F 6,724 shares
Change vs previous 13F -1,424 shares
0.07% of the 13F portfolio, value $599,323.
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).
period ended2025-06-30
13F/A 8,148 shares
Change vs previous 13F +8,148 shares
0.09% of the 13F portfolio, value $700,937.
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).
period ended2025-03-31
13F 0 shares
Change vs previous 13F -8,564 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 8,564 shares
Change vs previous 13F -1,122 shares
0.13% of the 13F portfolio, value $800,518.
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).
period ended2024-09-30
13F 9,686 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $844,502.
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).