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Financial Synergies Wealth Advisors, Inc.: EFV position timeline

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

Financial Synergies Wealth Advisors, Inc. held 877,262 EFV 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 877,262 shares
    Change vs previous 13F -21,895 shares

    5.69% of the 13F portfolio, value $67,154,370.

    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 899,157 shares
    Change vs previous 13F -20,243 shares

    6.38% of the 13F portfolio, value $66,852,350.

    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 919,400 shares
    Change vs previous 13F +15,290 shares

    6.34% of the 13F portfolio, value $65,654,386.

    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 904,110 shares
    Change vs previous 13F +439 shares

    6.21% of the 13F portfolio, value $61,325,752.

    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 903,671 shares
    Change vs previous 13F +5,162 shares

    6.25% of the 13F portfolio, value $57,365,031.

    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 898,509 shares
    Change vs previous 13F +16,487 shares

    6.44% of the 13F portfolio, value $52,958,133.

    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 882,022 shares
    Change vs previous 13F +33,503 shares

    5.74% of the 13F portfolio, value $46,279,713.

    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 848,519 shares
    Change vs previous 13F not available

    6.06% of the 13F portfolio, value $48,815,301.

    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).