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Disclosery

Symphony Financial Services, Inc.: XMMO position timeline

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

Symphony Financial Services, Inc. held 33,126 XMMO 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 33,126 shares
    Change vs previous 13F +249 shares

    2.53% of the 13F portfolio, value $5,635,999.

    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 32,877 shares
    Change vs previous 13F -2,767 shares

    2.45% of the 13F portfolio, value $4,767,794.

    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 35,644 shares
    Change vs previous 13F -39 shares

    2.53% of the 13F portfolio, value $4,935,211.

    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 35,683 shares
    Change vs previous 13F +3,162 shares

    2.6% of the 13F portfolio, value $4,825,466.

    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 32,521 shares
    Change vs previous 13F +1,249 shares

    2.5% of the 13F portfolio, value $4,183,176.

    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 31,272 shares
    Change vs previous 13F +5,555 shares

    2.32% of the 13F portfolio, value $3,557,503.

    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 25,717 shares
    Change vs previous 13F +4,289 shares

    2.55% of the 13F portfolio, value $3,176,821.

    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 21,428 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $2,578,431.

    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).