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Disclosery

Symphony Financial Services, Inc.: SDVY position timeline

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

Symphony Financial Services, Inc. held 5,035 SDVY 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 5,035 shares
    Change vs previous 13F -7,940 shares

    0.1% of the 13F portfolio, value $217,211.

    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 12,975 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $511,606.

    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).