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Symphony Financial Services, Inc.: OUSA position timeline

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

Symphony Financial Services, Inc. held 5,537 OUSA 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 5,537 shares
    Change vs previous 13F -148 shares

    0.15% of the 13F portfolio, value $322,966.

    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 5,685 shares
    Change vs previous 13F -4,568 shares

    0.16% of the 13F portfolio, value $316,462.

    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 10,253 shares
    Change vs previous 13F -2,133 shares

    0.3% of the 13F portfolio, value $591,595.

    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 12,386 shares
    Change vs previous 13F +1,073 shares

    0.38% of the 13F portfolio, value $700,331.

    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 11,313 shares
    Change vs previous 13F +464 shares

    0.36% of the 13F portfolio, value $610,553.

    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 10,849 shares
    Change vs previous 13F -654 shares

    0.38% of the 13F portfolio, value $577,384.

    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 11,503 shares
    Change vs previous 13F +200 shares

    0.49% of the 13F portfolio, value $611,062.

    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 11,303 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $610,358.

    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).