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Financial Synergies Wealth Advisors, Inc.: HIMU position timeline

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

Financial Synergies Wealth Advisors, Inc. held 121,221 HIMU shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 121,221 shares
    Change vs previous 13F -11,579 shares

    0.45% of the 13F portfolio, value $5,537,387.

    13F-HR 0002017868-26-000011 filed by Financial Synergies Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 132,800 shares
    Change vs previous 13F -15,414 shares

    0.56% of the 13F portfolio, value $6,613,447.

    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).

  3. period ended2026-03-31
    13F 148,214 shares
    Change vs previous 13F -1,959 shares

    0.68% of the 13F portfolio, value $7,111,287.

    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).

  4. period ended2025-12-31
    13F 150,173 shares
    Change vs previous 13F -12,072 shares

    0.71% of the 13F portfolio, value $7,310,423.

    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).

  5. period ended2025-09-30
    13F 162,245 shares
    Change vs previous 13F +14,403 shares

    0.81% of the 13F portfolio, value $7,980,817.

    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).

  6. period ended2025-06-30
    13F 147,842 shares
    Change vs previous 13F +12,180 shares

    0.78% of the 13F portfolio, value $7,189,580.

    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).

  7. period ended2025-03-31
    13F 135,662 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $6,719,322.

    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).