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Symphony Financial Services, Inc.: PAVE position timeline

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

Symphony Financial Services, Inc. held 217,871 PAVE 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 217,871 shares
    Change vs previous 13F +9,213 shares

    5.77% of the 13F portfolio, value $12,836,942.

    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 208,658 shares
    Change vs previous 13F +2,877 shares

    5.44% of the 13F portfolio, value $10,601,908.

    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 205,781 shares
    Change vs previous 13F +5,290 shares

    5.04% of the 13F portfolio, value $9,834,274.

    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 200,491 shares
    Change vs previous 13F +11,143 shares

    5.14% of the 13F portfolio, value $9,549,377.

    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 189,348 shares
    Change vs previous 13F +2,581 shares

    4.93% of the 13F portfolio, value $8,251,356.

    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 186,767 shares
    Change vs previous 13F +2,640 shares

    4.6% of the 13F portfolio, value $7,046,714.

    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 184,127 shares
    Change vs previous 13F +1,282 shares

    5.98% of the 13F portfolio, value $7,440,739.

    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 182,845 shares
    Change vs previous 13F not available

    6.38% of the 13F portfolio, value $7,496,070.

    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).