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Disclosery

Symphony Financial Services, Inc.: USMC position timeline

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

Symphony Financial Services, Inc. held 249,857 USMC 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 249,857 shares
    Change vs previous 13F +7,238 shares

    8.32% of the 13F portfolio, value $18,521,092.

    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 242,619 shares
    Change vs previous 13F +13,925 shares

    8.01% of the 13F portfolio, value $15,603,339.

    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 228,694 shares
    Change vs previous 13F +14,174 shares

    8.03% of the 13F portfolio, value $15,654,144.

    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 214,520 shares
    Change vs previous 13F +2,759 shares

    7.87% of the 13F portfolio, value $14,624,508.

    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 211,761 shares
    Change vs previous 13F +14,831 shares

    7.91% of the 13F portfolio, value $13,247,791.

    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 196,930 shares
    Change vs previous 13F +46,807 shares

    7.3% of the 13F portfolio, value $11,181,710.

    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 150,123 shares
    Change vs previous 13F +3,812 shares

    7.24% of the 13F portfolio, value $9,011,910.

    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 146,311 shares
    Change vs previous 13F not available

    7.09% of the 13F portfolio, value $8,338,286.

    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).