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Financial Synergies Wealth Advisors, Inc.: USIG position timeline

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

Financial Synergies Wealth Advisors, Inc. held 54,939 USIG 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 54,939 shares
    Change vs previous 13F +3,522 shares

    0.24% of the 13F portfolio, value $2,817,843.

    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 51,417 shares
    Change vs previous 13F +2,368 shares

    0.25% of the 13F portfolio, value $2,634,069.

    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 49,049 shares
    Change vs previous 13F +7,828 shares

    0.25% of the 13F portfolio, value $2,539,292.

    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 41,221 shares
    Change vs previous 13F -6,520 shares

    0.22% of the 13F portfolio, value $2,152,540.

    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 47,741 shares
    Change vs previous 13F +9,036 shares

    0.27% of the 13F portfolio, value $2,455,799.

    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 38,705 shares
    Change vs previous 13F +11,876 shares

    0.24% of the 13F portfolio, value $1,977,075.

    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 26,829 shares
    Change vs previous 13F +8,409 shares

    0.17% of the 13F portfolio, value $1,348,944.

    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 18,420 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $968,518.

    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).