Position in CI
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$207,264
New position
Shares Held
777
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Symphony Financial, Ltd. Co. holds $3,280,208 across 4 Healthcare Plans names.
All Filings in CI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,264 | 777 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||