Skip to content
Disclosery

Financial Synergies Wealth Advisors, Inc.: VWO position timeline

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

Financial Synergies Wealth Advisors, Inc. held 99,439 VWO 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 99,439 shares
    Change vs previous 13F +365 shares

    0.48% of the 13F portfolio, value $5,897,734.

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

  2. period ended2026-06-30
    13F 99,074 shares
    Change vs previous 13F -3,178 shares

    0.5% of the 13F portfolio, value $5,913,719.

    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 102,252 shares
    Change vs previous 13F -2,191 shares

    0.53% of the 13F portfolio, value $5,526,741.

    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 104,443 shares
    Change vs previous 13F -295 shares

    0.54% of the 13F portfolio, value $5,614,888.

    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 104,738 shares
    Change vs previous 13F -2,227 shares

    0.57% of the 13F portfolio, value $5,674,673.

    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 106,965 shares
    Change vs previous 13F -2,125 shares

    0.58% of the 13F portfolio, value $5,290,449.

    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 109,090 shares
    Change vs previous 13F +31 shares

    0.6% of the 13F portfolio, value $4,937,407.

    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 109,059 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $4,802,973.

    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).