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Disclosery

Symphony Financial Services, Inc.: JMBS position timeline

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

Symphony Financial Services, Inc. held 168,168 JMBS 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 168,168 shares
    Change vs previous 13F +103 shares

    3.4% of the 13F portfolio, value $7,565,878.

    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 168,065 shares
    Change vs previous 13F -749 shares

    3.9% of the 13F portfolio, value $7,593,187.

    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 168,814 shares
    Change vs previous 13F -419 shares

    3.95% of the 13F portfolio, value $7,713,122.

    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 169,233 shares
    Change vs previous 13F +4,062 shares

    4.16% of the 13F portfolio, value $7,728,889.

    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 165,171 shares
    Change vs previous 13F -3,615 shares

    4.45% of the 13F portfolio, value $7,440,946.

    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 168,786 shares
    Change vs previous 13F -73,057 shares

    4.98% of the 13F portfolio, value $7,629,111.

    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 241,843 shares
    Change vs previous 13F -38,860 shares

    8.59% of the 13F portfolio, value $10,684,604.

    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 280,703 shares
    Change vs previous 13F not available

    11.14% of the 13F portfolio, value $13,094,777.

    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).