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Financial Synergies Wealth Advisors, Inc.: VOO position timeline

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

Financial Synergies Wealth Advisors, Inc. held 8,831 VOO 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 8,831 shares
    Change vs previous 13F +3,705 shares

    0.51% of the 13F portfolio, value $6,065,334.

    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 5,126 shares
    Change vs previous 13F +382 shares

    0.29% of the 13F portfolio, value $3,063,174.

    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 4,744 shares
    Change vs previous 13F +210 shares

    0.29% of the 13F portfolio, value $2,974,863.

    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 4,534 shares
    Change vs previous 13F +90 shares

    0.28% of the 13F portfolio, value $2,776,708.

    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 4,444 shares
    Change vs previous 13F +277 shares

    0.27% of the 13F portfolio, value $2,524,347.

    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 4,167 shares
    Change vs previous 13F +50 shares

    0.26% of the 13F portfolio, value $2,141,760.

    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 4,117 shares
    Change vs previous 13F +12 shares

    0.28% of the 13F portfolio, value $2,217,865.

    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 4,105 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,166,220.

    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).