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Disclosery

Symphony Financial Services, Inc.: COWZ position timeline

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

Symphony Financial Services, Inc. held 65,722 COWZ 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 65,722 shares
    Change vs previous 13F +4,368 shares

    1.84% of the 13F portfolio, value $4,087,906.

    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 61,354 shares
    Change vs previous 13F -10,733 shares

    1.97% of the 13F portfolio, value $3,838,322.

    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 72,087 shares
    Change vs previous 13F -3,443 shares

    2.22% of the 13F portfolio, value $4,337,481.

    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 75,530 shares
    Change vs previous 13F -476 shares

    2.34% of the 13F portfolio, value $4,340,703.

    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 76,006 shares
    Change vs previous 13F +674 shares

    2.5% of the 13F portfolio, value $4,187,949.

    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 75,332 shares
    Change vs previous 13F +6,001 shares

    2.69% of the 13F portfolio, value $4,125,168.

    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 69,331 shares
    Change vs previous 13F +7,811 shares

    3.15% of the 13F portfolio, value $3,915,818.

    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).

  8. period ended2024-09-30
    13F 61,520 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $3,557,728.

    13F-HR 0002031979-24-000003 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).