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Disclosery

Symphony Financial Services, Inc.: BUFR position timeline

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

Symphony Financial Services, Inc. held 613,484 BUFR 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 613,484 shares
    Change vs previous 13F +121,929 shares

    10.07% of the 13F portfolio, value $22,410,575.

    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 491,555 shares
    Change vs previous 13F +25,733 shares

    8.52% of the 13F portfolio, value $16,599,832.

    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 465,822 shares
    Change vs previous 13F +25,970 shares

    8.18% of the 13F portfolio, value $15,959,073.

    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 439,852 shares
    Change vs previous 13F +4,520 shares

    7.91% of the 13F portfolio, value $14,699,855.

    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 435,332 shares
    Change vs previous 13F +11,612 shares

    8.27% of the 13F portfolio, value $13,843,558.

    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 423,720 shares
    Change vs previous 13F +351,470 shares

    8.22% of the 13F portfolio, value $12,580,247.

    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 72,250 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $2,201,458.

    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).