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Disclosery

Symphony Financial Services, Inc.: ITOT position timeline

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

Symphony Financial Services, Inc. held 29,291 ITOT 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 29,291 shares
    Change vs previous 13F -143 shares

    2.16% of the 13F portfolio, value $4,811,576.

    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 29,434 shares
    Change vs previous 13F +906 shares

    2.15% of the 13F portfolio, value $4,192,312.

    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 28,528 shares
    Change vs previous 13F +451 shares

    2.17% of the 13F portfolio, value $4,241,847.

    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 28,077 shares
    Change vs previous 13F +32 shares

    2.2% of the 13F portfolio, value $4,089,349.

    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 28,045 shares
    Change vs previous 13F +1,277 shares

    2.26% of the 13F portfolio, value $3,787,212.

    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 26,768 shares
    Change vs previous 13F -273 shares

    2.13% of the 13F portfolio, value $3,265,989.

    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 27,041 shares
    Change vs previous 13F -90 shares

    2.79% of the 13F portfolio, value $3,478,067.

    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 27,131 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $3,408,240.

    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).