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Disclosery

Symphony Financial Services, Inc.: MSFT position timeline

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

Symphony Financial Services, Inc. held 8,923 MSFT 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 8,923 shares
    Change vs previous 13F +758 shares

    1.5% of the 13F portfolio, value $3,328,360.

    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 8,165 shares
    Change vs previous 13F +491 shares

    1.55% of the 13F portfolio, value $3,022,276.

    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 7,674 shares
    Change vs previous 13F +82 shares

    1.9% of the 13F portfolio, value $3,711,536.

    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 7,592 shares
    Change vs previous 13F +250 shares

    2.12% of the 13F portfolio, value $3,932,230.

    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 7,342 shares
    Change vs previous 13F -76 shares

    2.19% of the 13F portfolio, value $3,659,366.

    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 7,418 shares
    Change vs previous 13F -195 shares

    1.82% of the 13F portfolio, value $2,784,487.

    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 7,613 shares
    Change vs previous 13F -1,939 shares

    2.58% of the 13F portfolio, value $3,216,126.

    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 9,552 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $3,289,951.

    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).