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Financial Synergies Wealth Advisors, Inc.: EFG position timeline

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

Financial Synergies Wealth Advisors, Inc. held 479,599 EFG 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 479,599 shares
    Change vs previous 13F -6,657 shares

    5.06% of the 13F portfolio, value $59,671,660.

    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 486,256 shares
    Change vs previous 13F +914 shares

    5.17% of the 13F portfolio, value $54,154,245.

    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 485,342 shares
    Change vs previous 13F +16,765 shares

    5.34% of the 13F portfolio, value $55,290,099.

    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 468,577 shares
    Change vs previous 13F +7,172 shares

    5.4% of the 13F portfolio, value $53,361,539.

    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 461,405 shares
    Change vs previous 13F +4,537 shares

    5.63% of the 13F portfolio, value $51,677,359.

    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 456,868 shares
    Change vs previous 13F +16,821 shares

    5.56% of the 13F portfolio, value $45,686,763.

    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 440,047 shares
    Change vs previous 13F +13,396 shares

    5.28% of the 13F portfolio, value $42,609,709.

    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 426,651 shares
    Change vs previous 13F not available

    5.7% of the 13F portfolio, value $45,929,030.

    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).