Symphony Financial, Ltd. Co.

SEC CIK: 0001800687
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

SPGI holding history

S&P Global 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.

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

Shares (Q2 2026): 717
Value: $292.7K
% of portfolio: <0.1%
Quarters held: 21; Since Q1 2021

Holdings of SPGI by Symphony Financial, Ltd. Co., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	717	$292.7K	<0.1%	−586−45.0%	Reduced	Holders
Q1 2026	1,303	$551.7K	0.1%	+756+138.2%	Added	Holders
Q4 2025	547	$287.7K	<0.1%	−333−37.8%	Reduced	Holders
Q3 2025	880	$427.2K	0.1%	−2,407−73.2%	Reduced	Holders
Q2 2025	3,287	$467.5K	0.1%	+3,287	New	Holders
Q1 2025	0	$0	0.0%	−627−100.0%	Sold out	Holders
Q4 2024	627	$319.3K	0.1%	−78−11.1%	Reduced	Holders
Q3 2024	705	$361.4K	0.1%	+22+3.2%	Added	Holders
Q2 2024	683	$306.5K	0.1%	−100−12.8%	Reduced	Holders
Q1 2024	783	$333.0K	0.1%	−144−15.5%	Reduced	Holders
Q4 2023	927	$403.8K	0.1%	−86−8.5%	Reduced	Holders
Q3 2023	1,013	$370.0K	0.1%	−93−8.4%	Reduced	Holders
Q2 2023	1,106	$437.5K	0.1%	−167−13.1%	Reduced	Holders
Q1 2023	1,273	$435.2K	0.1%	−1,025−44.6%	Reduced	Holders
Q4 2022	2,298	$791.1K	0.2%	−2,635−53.4%	Reduced	Holders
Q3 2022	4,933	$1.53M	0.5%	−1,469−22.9%	Reduced	Holders
Q2 2022	6,402	$2.15M	0.6%	−383−5.6%	Reduced	Holders
Q1 2022	6,785	$2.80M	0.7%	+6,134+942.2%	Added	Holders
Q4 2021	651	$300.0K	0.1%	−129−16.5%	Reduced	Holders
Q3 2021	780	$333.0K	0.1%	−18−2.3%	Reduced	Holders
Q2 2021	798	$327.0K	0.1%	−6,327−88.8%	Reduced	Holders
Q1 2021	7,125	$2.61M	0.7%	–	–	Holders

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