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Financial Synergies Wealth Advisors, Inc.: FNDF position timeline

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

Financial Synergies Wealth Advisors, Inc. held 188,870 FNDF 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 188,870 shares
    Change vs previous 13F -3,802 shares

    0.84% of the 13F portfolio, value $9,964,768.

    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 192,672 shares
    Change vs previous 13F -3,589 shares

    0.9% of the 13F portfolio, value $9,427,461.

    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 196,261 shares
    Change vs previous 13F +1,492 shares

    0.86% of the 13F portfolio, value $8,872,974.

    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 194,769 shares
    Change vs previous 13F -5,707 shares

    0.85% of the 13F portfolio, value $8,367,294.

    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 200,476 shares
    Change vs previous 13F +1,046 shares

    0.87% of the 13F portfolio, value $8,023,040.

    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 199,430 shares
    Change vs previous 13F +1,532 shares

    0.88% of the 13F portfolio, value $7,207,418.

    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 197,898 shares
    Change vs previous 13F +4,910 shares

    0.82% of the 13F portfolio, value $6,572,209.

    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 192,988 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $7,211,950.

    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).