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Disclosery

Symphony Financial Services, Inc.: SPHY position timeline

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

Symphony Financial Services, Inc. held 58,075 SPHY 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 58,075 shares
    Change vs previous 13F +200 shares

    0.61% of the 13F portfolio, value $1,361,278.

    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 57,875 shares
    Change vs previous 13F +1,875 shares

    0.69% of the 13F portfolio, value $1,349,645.

    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 56,000 shares
    Change vs previous 13F +4,675 shares

    0.68% of the 13F portfolio, value $1,325,523.

    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 51,325 shares
    Change vs previous 13F +41,025 shares

    0.66% of the 13F portfolio, value $1,228,722.

    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 10,300 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $250,255.

    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 10,300 shares
    Change vs previous 13F -700 shares

    0.16% of the 13F portfolio, value $241,418.

    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 11,000 shares
    Change vs previous 13F -4,750 shares

    0.21% of the 13F portfolio, value $258,112.

    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 15,750 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $265,264.

    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).