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Financial Synergies Wealth Advisors, Inc.: VONV position timeline

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

Financial Synergies Wealth Advisors, Inc. held 215,323 VONV shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 215,323 shares
    Change vs previous 13F -1,904 shares

    1.92% of the 13F portfolio, value $23,405,559.

    13F-HR 0002017868-26-000011 filed by Financial Synergies Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 217,227 shares
    Change vs previous 13F -1,150 shares

    1.96% of the 13F portfolio, value $23,093,446.

    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).

  3. period ended2026-03-31
    13F 218,377 shares
    Change vs previous 13F -2,882 shares

    1.95% of the 13F portfolio, value $20,470,648.

    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).

  4. period ended2025-12-31
    13F 221,259 shares
    Change vs previous 13F -1,701 shares

    1.97% of the 13F portfolio, value $20,422,224.

    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).

  5. period ended2025-09-30
    13F 222,960 shares
    Change vs previous 13F -1,578 shares

    2.02% of the 13F portfolio, value $19,925,958.

    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).

  6. period ended2025-06-30
    13F 224,538 shares
    Change vs previous 13F -46 shares

    2.08% of the 13F portfolio, value $19,132,875.

    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).

  7. period ended2025-03-31
    13F 224,584 shares
    Change vs previous 13F -2,677 shares

    2.26% of the 13F portfolio, value $18,537,150.

    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).

  8. period ended2024-12-31
    13F 227,261 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $18,464,988.

    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).