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Disclosery

Symphony Financial Services, Inc.: GEV position timeline

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

Symphony Financial Services, Inc. held 407 GEV 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 407 shares
    Change vs previous 13F -13 shares

    0.21% of the 13F portfolio, value $478,183.

    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 420 shares
    Change vs previous 13F +42 shares

    0.19% of the 13F portfolio, value $366,629.

    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 378 shares
    Change vs previous 13F +25 shares

    0.13% of the 13F portfolio, value $247,054.

    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 353 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $217,066.

    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).