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Disclosery

Symphony Financial Services, Inc.: IWF position timeline

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

Symphony Financial Services, Inc. held 20,451 IWF 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 20,451 shares
    Change vs previous 13F +15,398 shares

    1.14% of the 13F portfolio, value $2,539,344.

    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 5,053 shares
    Change vs previous 13F +429 shares

    1.11% of the 13F portfolio, value $2,154,589.

    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 4,624 shares
    Change vs previous 13F +205 shares

    1.12% of the 13F portfolio, value $2,188,447.

    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 4,419 shares
    Change vs previous 13F +97 shares

    1.11% of the 13F portfolio, value $2,069,809.

    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 4,322 shares
    Change vs previous 13F +447 shares

    1.1% of the 13F portfolio, value $1,834,858.

    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 3,875 shares
    Change vs previous 13F +131 shares

    0.91% of the 13F portfolio, value $1,399,177.

    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 3,744 shares
    Change vs previous 13F +115 shares

    1.21% of the 13F portfolio, value $1,503,361.

    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 3,629 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,362,385.

    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).