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Financial Symmetry INC · V

← Holdings

Position over 7 quarters · +3% shares · SEC 13F

QuarterSharesΔ SharesValue
Q1 '24727—$203K
Q4 '24727+0$230K
Q1 '25770+43$270K
Q2 '25771+1$274K
Q3 '25771+0$263K
Q4 '25771+0$270K
Q1 '26751-20$248K

Source: SEC Form 13F. Values are as-of each quarter-end, not live.