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Disclosery

Symphony Financial Services, Inc.: JAAA position timeline

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

Symphony Financial Services, Inc. held 61,653 JAAA 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 61,653 shares
    Change vs previous 13F +3,439 shares

    1.4% of the 13F portfolio, value $3,112,885.

    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 58,214 shares
    Change vs previous 13F +2,778 shares

    1.51% of the 13F portfolio, value $2,932,253.

    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 55,436 shares
    Change vs previous 13F -149,612 shares

    1.44% of the 13F portfolio, value $2,803,967.

    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 205,048 shares
    Change vs previous 13F -29,307 shares

    5.6% of the 13F portfolio, value $10,412,366.

    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 234,355 shares
    Change vs previous 13F -22,461 shares

    7.11% of the 13F portfolio, value $11,893,535.

    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 256,816 shares
    Change vs previous 13F -34,783 shares

    8.51% of the 13F portfolio, value $13,023,138.

    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 291,599 shares
    Change vs previous 13F +82,573 shares

    11.88% of the 13F portfolio, value $14,787,003.

    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 209,026 shares
    Change vs previous 13F not available

    9.04% of the 13F portfolio, value $10,635,256.

    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).