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Financial Synergies Wealth Advisors, Inc.: VEA position timeline

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

Financial Synergies Wealth Advisors, Inc. held 869,861 VEA 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 869,861 shares
    Change vs previous 13F -41,607 shares

    5.25% of the 13F portfolio, value $61,977,588.

    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 911,468 shares
    Change vs previous 13F -14,808 shares

    5.57% of the 13F portfolio, value $58,406,845.

    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 926,276 shares
    Change vs previous 13F +17,515 shares

    5.59% of the 13F portfolio, value $57,864,479.

    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 908,761 shares
    Change vs previous 13F +8,749 shares

    5.51% of the 13F portfolio, value $54,452,928.

    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 900,012 shares
    Change vs previous 13F -340 shares

    5.59% of the 13F portfolio, value $51,309,672.

    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 900,352 shares
    Change vs previous 13F +27,816 shares

    5.57% of the 13F portfolio, value $45,764,927.

    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 872,536 shares
    Change vs previous 13F +33,588 shares

    5.18% of the 13F portfolio, value $41,724,651.

    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 838,948 shares
    Change vs previous 13F not available

    5.5% of the 13F portfolio, value $44,304,823.

    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).