Symphony Financial Services, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$116M
Signature - Title
Craig Small - Vice President
Location
Akron, OH
Summary
This page shows a list of all the recent 13F filings made by Symphony Financial Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Symphony Financial Services, Inc. reported 82 stock holdings with total value $116M as of Q3 2024. Top holdings included JMBS, JAAA, USMC, PAVE, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 82 $116M +$13.4M -$6.53M +$6.89M JMBS, JAAA, USMC, PAVE, AAPL 13F-HR 11/12/2024, 03:31 PM
Q2 2024 85 $105M $0 $0 JAAA, JMBS, USMC, AAPL, PAVE 13F-HR 8/9/2024, 12:56 PM