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Financial Synergies Wealth Advisors, Inc.: IWM position timeline

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

Financial Synergies Wealth Advisors, Inc. held 7,183 IWM 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 7,183 shares
    Change vs previous 13F -179 shares

    0.16% of the 13F portfolio, value $1,995,972.

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

  2. period ended2026-06-30
    13F 7,362 shares
    Change vs previous 13F -239 shares

    0.19% of the 13F portfolio, value $2,212,034.

    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 7,601 shares
    Change vs previous 13F -245 shares

    0.18% of the 13F portfolio, value $1,885,075.

    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 7,846 shares
    Change vs previous 13F +129 shares

    0.19% of the 13F portfolio, value $1,931,305.

    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 7,717 shares
    Change vs previous 13F -79 shares

    0.19% of the 13F portfolio, value $1,867,312.

    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 7,796 shares
    Change vs previous 13F +3 shares

    0.18% of the 13F portfolio, value $1,682,248.

    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 7,793 shares
    Change vs previous 13F -30 shares

    0.19% of the 13F portfolio, value $1,554,662.

    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).

  8. period ended2024-12-31
    13F 7,823 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,728,533.

    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).