Advertisement
Screener

Symphony Financial Services, Inc. Historic Quarter Change: Foreign Funds, Sold Out

Symphony Financial Services, Inc. historic quarter change: Foreign Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 8 quarters from 2024-06-30 to 2026-06-30, Symphony Financial Services, Inc. opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2031979), 8 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-06-30.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Tower View Wealth Management LLCUnited States$0.195B204
Wynn Capital, LLCUnited States$0.195B107
Next Level Wealth Planning, LLCUnited States$0.195B73
WestCap Management, LLCUnited States$0.195B2
Clayton Financial Group LLCUnited States$0.195B630
ALETHEA CAPITAL MANAGEMENT, LLCUnited States$0.195B14
Lantern Wealth Advisors, LLCUnited States$0.195B174
Crestview Partners III GP, L.P.United States$0.195B2
Exit Wealth Advisors, LLC.United States$0.195B131
W ADVISORS, LLCUnited States$0.195B237