Financial Symmetry Inc SEC EDGAR Filings (CIK 0002004843)

SEC EDGAR filings, ownership reports, and insider transactions for Financial Symmetry Inc.

Business address
5438 Wade Park Blvd, Suite 310, Raleigh, NC, 27607
Top securities (13F)
DFAC, DFAX, DFEM, DFIC, DFCF, AVDE, VT, AVUS, DISV, DUSB, AVEM, VXUS, DFSV, AAPL, VTI, DFAI, DFAE, IVV, VOO, and DFAU
State of incorporation
NC
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Financial Symmetry Inc has filed 9 SEC EDGAR filings since 31 Jan 2024

Latest Filings

Recent SEC filings for Financial Symmetry Inc including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jan 2026 31 Dec 2025 028-23563
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Dec 2025 30 Sep 2025 028-23563
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2025 30 Jun 2025 028-23563
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2025 31 Mar 2025 028-23563
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2025 31 Dec 2024 028-23563
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2024 30 Sep 2024 028-23563
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Jul 2024 30 Jun 2024 028-23563
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2024 31 Mar 2024 028-23563
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2024 31 Dec 2023 028-23563

About this filer

Financial Symmetry Inc files with the SEC under CIK 0002004843. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

Related pages