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Financial Synergies Wealth Advisors, Inc.: IEMG position timeline

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

Financial Synergies Wealth Advisors, Inc. held 621,616 IEMG 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 621,616 shares
    Change vs previous 13F -32,752 shares

    4.36% of the 13F portfolio, value $51,494,679.

    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 654,368 shares
    Change vs previous 13F -13,713 shares

    4.36% of the 13F portfolio, value $45,642,204.

    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 668,081 shares
    Change vs previous 13F +15,186 shares

    4.34% of the 13F portfolio, value $44,908,438.

    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 652,895 shares
    Change vs previous 13F +5,533 shares

    4.36% of the 13F portfolio, value $43,038,819.

    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 647,362 shares
    Change vs previous 13F +6,693 shares

    4.23% of the 13F portfolio, value $38,861,180.

    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 640,669 shares
    Change vs previous 13F +21,222 shares

    4.21% of the 13F portfolio, value $34,576,930.

    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 619,447 shares
    Change vs previous 13F +28,212 shares

    4.01% of the 13F portfolio, value $32,347,545.

    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 591,235 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $33,942,817.

    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).