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Disclosery

Symphony Financial Services, Inc.: BUFD position timeline

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

Symphony Financial Services, Inc. held 136,837 BUFD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,837 shares
    Change vs previous 13F +110,007 shares

    1.83% of the 13F portfolio, value $4,066,799.

    13F-HR 0002031979-26-000003 filed by Symphony Financial Services, Inc.
    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 26,830 shares
    Change vs previous 13F +1,755 shares

    0.39% of the 13F portfolio, value $751,240.

    13F-HR 0002031979-26-000002 filed by Symphony Financial Services, Inc.
    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 25,075 shares
    Change vs previous 13F +5,350 shares

    0.36% of the 13F portfolio, value $708,118.

    13F-HR 0002031979-26-000001 filed by Symphony Financial Services, Inc.
    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 19,725 shares
    Change vs previous 13F +2,250 shares

    0.29% of the 13F portfolio, value $545,199.

    13F-HR 0002031979-25-000007 filed by Symphony Financial Services, Inc.
    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 17,475 shares
    Change vs previous 13F +2,000 shares

    0.28% of the 13F portfolio, value $464,136.

    13F-HR 0002031979-25-000006 filed by Symphony Financial Services, Inc.
    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 15,475 shares
    Change vs previous 13F +2,750 shares

    0.25% of the 13F portfolio, value $386,101.

    13F-HR 0002031979-25-000004 filed by Symphony Financial Services, Inc.
    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 12,725 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $324,742.

    13F-HR 0002031979-25-000001 filed by Symphony Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).