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Disclosery

Symphony Financial Services, Inc.: PHYL position timeline

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

Symphony Financial Services, Inc. held 8,321 PHYL 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 8,321 shares
    Change vs previous 13F +586 shares

    0.13% of the 13F portfolio, value $290,240.

    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 7,735 shares
    Change vs previous 13F +603 shares

    0.14% of the 13F portfolio, value $267,854.

    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 7,132 shares
    Change vs previous 13F +106 shares

    0.13% of the 13F portfolio, value $253,048.

    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 7,026 shares
    Change vs previous 13F -1,266 shares

    0.14% of the 13F portfolio, value $251,168.

    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 8,292 shares
    Change vs previous 13F +95 shares

    0.18% of the 13F portfolio, value $294,555.

    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 8,197 shares
    Change vs previous 13F +436 shares

    0.19% of the 13F portfolio, value $285,733.

    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 7,761 shares
    Change vs previous 13F -1,202 shares

    0.22% of the 13F portfolio, value $269,506.

    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 8,963 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $274,842.

    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).