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Financial Synergies Wealth Advisors, Inc.: VO position timeline

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

Financial Synergies Wealth Advisors, Inc. held 1,527,267 VO 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 1,527,267 shares
    Change vs previous 13F +1,140,041 shares

    10.43% of the 13F portfolio, value $123,051,923.

    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 387,226 shares
    Change vs previous 13F +4,366 shares

    10.61% of the 13F portfolio, value $111,203,574.

    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 382,860 shares
    Change vs previous 13F +10,647 shares

    10.73% of the 13F portfolio, value $111,113,474.

    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 372,213 shares
    Change vs previous 13F +5,983 shares

    11.07% of the 13F portfolio, value $109,335,186.

    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 366,230 shares
    Change vs previous 13F +3,214 shares

    11.16% of the 13F portfolio, value $102,483,568.

    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 363,016 shares
    Change vs previous 13F +13,408 shares

    11.42% of the 13F portfolio, value $93,883,082.

    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 349,608 shares
    Change vs previous 13F +4,611 shares

    11.45% of the 13F portfolio, value $92,341,942.

    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 344,997 shares
    Change vs previous 13F not available

    11.3% of the 13F portfolio, value $91,020,673.

    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).