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Disclosery

Symphony Financial Services, Inc.: QUAL position timeline

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

Symphony Financial Services, Inc. held 0 QUAL shares at 2026-03-31 per its 13F-HR filed 2026-05-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,341 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,341 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $266,337.

    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).

  3. period ended2025-09-30
    13F 1,339 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $260,491.

    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).

  4. period ended2025-06-30
    13F 1,338 shares
    Change vs previous 13F -78 shares

    0.15% of the 13F portfolio, value $244,573.

    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).

  5. period ended2025-03-31
    13F 1,416 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $242,054.

    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).

  6. period ended2024-12-31
    13F 1,415 shares
    Change vs previous 13F -46 shares

    0.2% of the 13F portfolio, value $251,987.

    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).

  7. period ended2024-09-30
    13F 1,461 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $261,980.

    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).