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Financial Synergies Wealth Advisors, Inc.: MUNI position timeline

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

Financial Synergies Wealth Advisors, Inc. held 113,641 MUNI 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 113,641 shares
    Change vs previous 13F +1,863 shares

    0.51% of the 13F portfolio, value $5,977,496.

    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 111,778 shares
    Change vs previous 13F +5,779 shares

    0.56% of the 13F portfolio, value $5,833,699.

    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 105,999 shares
    Change vs previous 13F +554 shares

    0.54% of the 13F portfolio, value $5,556,110.

    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 105,445 shares
    Change vs previous 13F +371 shares

    0.56% of the 13F portfolio, value $5,512,679.

    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 105,074 shares
    Change vs previous 13F -646 shares

    0.59% of the 13F portfolio, value $5,396,620.

    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 105,720 shares
    Change vs previous 13F +818 shares

    0.66% of the 13F portfolio, value $5,449,872.

    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 104,902 shares
    Change vs previous 13F +894 shares

    0.67% of the 13F portfolio, value $5,427,187.

    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 104,008 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $5,510,326.

    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).