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Disclosery

Symphony Financial Services, Inc.: VGT position timeline

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

Symphony Financial Services, Inc. held 35,680 VGT 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 35,680 shares
    Change vs previous 13F +31,501 shares

    1.92% of the 13F portfolio, value $4,264,417.

    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 4,179 shares
    Change vs previous 13F -127 shares

    1.5% of the 13F portfolio, value $2,915,646.

    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 4,306 shares
    Change vs previous 13F -92 shares

    1.66% of the 13F portfolio, value $3,245,494.

    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 4,398 shares
    Change vs previous 13F +259 shares

    1.77% of the 13F portfolio, value $3,283,984.

    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 4,139 shares
    Change vs previous 13F +36 shares

    1.64% of the 13F portfolio, value $2,745,316.

    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 4,103 shares
    Change vs previous 13F +116 shares

    1.45% of the 13F portfolio, value $2,225,385.

    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 3,987 shares
    Change vs previous 13F -48 shares

    1.99% of the 13F portfolio, value $2,479,117.

    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 4,035 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $2,366,608.

    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).