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Financial Synergies Wealth Advisors, Inc.: DFIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Synergies Wealth Advisors, Inc. on DFIV, newest first. How the timeline and the estimate are built.

Financial Synergies Wealth Advisors, Inc. held 60,985 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,985 shares
    Change vs previous 13F +412 shares

    0.28% of the 13F portfolio, value $3,294,429.

    13F-HR 0002017868-26-000007 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,573 shares
    Change vs previous 13F -3,771 shares

    0.31% of the 13F portfolio, value $3,197,037.

    13F-HR 0002017868-26-000005 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 64,344 shares
    Change vs previous 13F +3,202 shares

    0.31% of the 13F portfolio, value $3,210,745.

    13F-HR 0002017868-26-000003 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 61,142 shares
    Change vs previous 13F +234 shares

    0.29% of the 13F portfolio, value $2,819,885.

    13F-HR 0002017868-25-000013 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 60,908 shares
    Change vs previous 13F +203 shares

    0.28% of the 13F portfolio, value $2,608,705.

    13F-HR 0002017868-25-000009 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 60,705 shares
    Change vs previous 13F +594 shares

    0.29% of the 13F portfolio, value $2,389,362.

    13F-HR 0002017868-25-000007 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 60,111 shares
    Change vs previous 13F +1,792 shares

    0.26% of the 13F portfolio, value $2,132,742.

    13F-HR 0002017868-25-000002 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 58,319 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,220,793.

    13F-HR 0002017868-24-000002 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).