Financial Synergies Wealth Advisors, Inc.: VYM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Synergies Wealth Advisors, Inc. on VYM, newest first. How the timeline and the estimate are built.
Financial Synergies Wealth Advisors, Inc. held 1,657 VYM shares at 2026-09-30 per its 13F-HR filed 2026-10-16.
the latest 13F is the newest step
- period ended2026-09-3013F 1,657 sharesChange vs previous 13F +72 shares
0.02% of the 13F portfolio, value $257,167.
13F-HR 0002017868-26-000011 filed by Financial Synergies Wealth Advisors, Inc.
Accepted , ingested - period ended2026-06-3013F 1,585 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $250,478.
13F-HR 0002017868-26-000007 filed by Financial Synergies Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,585 sharesChange vs previous 13F +125 shares
0.02% of the 13F portfolio, value $234,739.
13F-HR 0002017868-26-000005 filed by Financial Synergies Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,460 sharesChange vs previous 13F +1,460 shares
0.02% of the 13F portfolio, value $209,540.
13F-HR 0002017868-26-000003 filed by Financial Synergies Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F not available
13F-HR 0002017868-25-000002 filed by Financial Synergies Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.