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Disclosery

Symphony Financial Services, Inc.: GRID position timeline

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

Symphony Financial Services, Inc. held 5,301 GRID 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 5,301 shares
    Change vs previous 13F +385 shares

    0.46% of the 13F portfolio, value $1,016,540.

    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 4,916 shares
    Change vs previous 13F +251 shares

    0.41% of the 13F portfolio, value $804,092.

    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 4,665 shares
    Change vs previous 13F +2,800 shares

    0.37% of the 13F portfolio, value $713,908.

    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 1,865 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $281,764.

    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).