Skip to content
Disclosery

Symphony Financial Services, Inc.: IWY position timeline

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

Symphony Financial Services, Inc. held 23,021 IWY 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 23,021 shares
    Change vs previous 13F +1,250 shares

    3.01% of the 13F portfolio, value $6,690,249.

    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 21,771 shares
    Change vs previous 13F -1,123 shares

    2.78% of the 13F portfolio, value $5,417,461.

    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 22,894 shares
    Change vs previous 13F +243 shares

    3.25% of the 13F portfolio, value $6,340,335.

    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 22,651 shares
    Change vs previous 13F +2,190 shares

    3.34% of the 13F portfolio, value $6,198,573.

    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 20,461 shares
    Change vs previous 13F +302 shares

    3.01% of the 13F portfolio, value $5,043,841.

    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 20,159 shares
    Change vs previous 13F +1,152 shares

    2.78% of the 13F portfolio, value $4,252,339.

    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 19,007 shares
    Change vs previous 13F +4,312 shares

    3.59% of the 13F portfolio, value $4,471,777.

    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 14,695 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $3,233,635.

    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).