Symphony Financial, Ltd. Co.

SEC CIK: 0001800687
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

DLR holding history

Digital Realty Trust, Inc. in every 13F filed by Symphony Financial, Ltd. Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DLR overview All 13F holders of DLR Full Q2 2026 holdings

Shares (Q2 2026): 3,401
Value: $644.5K
% of portfolio: 0.1%
Quarters held: 21; Since Q1 2021

Holdings of DLR by Symphony Financial, Ltd. Co., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,401	$644.5K	0.1%	+366+12.1%	Added	Holders
Q1 2026	3,035	$543.9K	0.1%	−294−8.8%	Reduced	Holders
Q4 2025	3,329	$520.7K	0.1%	−10,087−75.2%	Reduced	Holders
Q3 2025	13,416	$2.28M	0.3%	−433−3.1%	Reduced	Holders
Q2 2025	13,849	$2.38M	0.3%	+13,849	New	Holders
Q1 2025	0	$0	0.0%	−13,778−100.0%	Sold out	Holders
Q4 2024	13,778	$2.53M	0.4%	−908−6.2%	Reduced	Holders
Q3 2024	14,686	$2.37M	0.4%	−94−0.6%	Reduced	Holders
Q2 2024	14,780	$2.20M	0.4%	−591−3.8%	Reduced	Holders
Q1 2024	15,371	$2.21M	0.5%	−624−3.9%	Reduced	Holders
Q4 2023	15,995	$2.22M	0.5%	−856−5.1%	Reduced	Holders
Q3 2023	16,851	$1.99M	0.5%	+516+3.2%	Added	Holders
Q2 2023	16,335	$1.83M	0.4%	+6,897+73.1%	Added	Holders
Q1 2023	9,438	$882.2K	0.2%	+1,023+12.2%	Added	Holders
Q4 2022	8,415	$872.2K	0.2%	−3,819−31.2%	Reduced	Holders
Q3 2022	12,234	$1.19M	0.4%	+289+2.4%	Added	Holders
Q2 2022	11,945	$1.52M	0.5%	−1,281−9.7%	Reduced	Holders
Q1 2022	13,226	$1.96M	0.5%	+481+3.8%	Added	Holders
Q4 2021	12,745	$2.23M	0.6%	+1,736+15.8%	Added	Holders
Q3 2021	11,009	$1.62M	0.6%	−381−3.3%	Reduced	Holders
Q2 2021	11,390	$1.73M	0.6%	−4,859−29.9%	Reduced	Holders
Q1 2021	16,249	$2.35M	0.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.