Skip to content
Disclosery

Financial Synergies Wealth Advisors, Inc.: PRFD position timeline

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

Financial Synergies Wealth Advisors, Inc. held 20,060 PRFD 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 20,060 shares
    Change vs previous 13F +2,917 shares

    0.09% of the 13F portfolio, value $1,029,993.

    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 17,143 shares
    Change vs previous 13F +2,671 shares

    0.08% of the 13F portfolio, value $868,649.

    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 14,472 shares
    Change vs previous 13F +5,395 shares

    0.07% of the 13F portfolio, value $745,463.

    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 9,077 shares
    Change vs previous 13F +1,789 shares

    0.05% of the 13F portfolio, value $470,190.

    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 7,288 shares
    Change vs previous 13F +1,891 shares

    0.04% of the 13F portfolio, value $371,445.

    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 5,397 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $272,870.

    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).