Skip to content
Disclosery

Financial Synergies Wealth Advisors, Inc.: PG position timeline

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

Financial Synergies Wealth Advisors, Inc. held 1,885 PG 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 1,885 shares
    Change vs previous 13F +219 shares

    0.02% of the 13F portfolio, value $276,477.

    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 1,666 shares
    Change vs previous 13F -345 shares

    0.02% of the 13F portfolio, value $240,658.

    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 2,011 shares
    Change vs previous 13F +704 shares

    0.03% of the 13F portfolio, value $288,209.

    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 1,307 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $200,787.

    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).