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Financial Synergies Wealth Advisors, Inc.: EEM position timeline

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

Financial Synergies Wealth Advisors, Inc. held 78,775 EEM 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 78,775 shares
    Change vs previous 13F -1,208 shares

    0.46% of the 13F portfolio, value $5,389,000.

    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 79,983 shares
    Change vs previous 13F -1,585 shares

    0.43% of the 13F portfolio, value $4,542,208.

    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 81,568 shares
    Change vs previous 13F +691 shares

    0.43% of the 13F portfolio, value $4,462,559.

    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 80,877 shares
    Change vs previous 13F -1,540 shares

    0.44% of the 13F portfolio, value $4,318,807.

    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 82,417 shares
    Change vs previous 13F -1,578 shares

    0.43% of the 13F portfolio, value $3,975,774.

    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 83,995 shares
    Change vs previous 13F -636 shares

    0.45% of the 13F portfolio, value $3,670,567.

    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 84,631 shares
    Change vs previous 13F +113 shares

    0.44% of the 13F portfolio, value $3,539,255.

    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 84,518 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $3,875,991.

    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).