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Disclosery

Symphony Financial Services, Inc.: IYH position timeline

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

Symphony Financial Services, Inc. held 9,170 IYH 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 9,170 shares
    Change vs previous 13F -325 shares

    0.28% of the 13F portfolio, value $614,479.

    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 9,495 shares
    Change vs previous 13F +10 shares

    0.3% of the 13F portfolio, value $585,269.

    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 9,485 shares
    Change vs previous 13F +75 shares

    0.32% of the 13F portfolio, value $617,473.

    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 9,410 shares
    Change vs previous 13F -4 shares

    0.3% of the 13F portfolio, value $552,551.

    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 9,414 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $531,696.

    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 9,414 shares
    Change vs previous 13F +150 shares

    0.37% of the 13F portfolio, value $573,215.

    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 9,264 shares
    Change vs previous 13F +50 shares

    0.43% of the 13F portfolio, value $539,810.

    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 9,214 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $598,906.

    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).