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Disclosery

Symphony Financial Services, Inc.: V position timeline

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

Symphony Financial Services, Inc. held 10,435 V 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 10,435 shares
    Change vs previous 13F -38 shares

    1.61% of the 13F portfolio, value $3,580,100.

    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 10,473 shares
    Change vs previous 13F -371 shares

    1.63% of the 13F portfolio, value $3,165,443.

    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 10,844 shares
    Change vs previous 13F -36 shares

    1.95% of the 13F portfolio, value $3,803,056.

    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 10,880 shares
    Change vs previous 13F -288 shares

    2% of the 13F portfolio, value $3,714,369.

    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 11,168 shares
    Change vs previous 13F +595 shares

    2.37% of the 13F portfolio, value $3,965,069.

    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 10,573 shares
    Change vs previous 13F -269 shares

    2.42% of the 13F portfolio, value $3,705,388.

    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 10,842 shares
    Change vs previous 13F -247 shares

    2.75% of the 13F portfolio, value $3,426,576.

    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 11,089 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $3,045,447.

    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).