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Disclosery

Synergy Financial Group, LTD: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Synergy Financial Group, LTD on AAPL, newest first. How the timeline and the estimate are built.

Synergy Financial Group, LTD held 22,973 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,973 shares
    Change vs previous 13F +173 shares

    4.78% of the 13F portfolio, value $6,647,532.

    13F-HR 0001905669-26-000003 filed by Synergy Financial Group, LTD
    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 22,800 shares
    Change vs previous 13F +998 shares

    4.35% of the 13F portfolio, value $5,786,411.

    13F-HR 0001905669-26-000002 filed by Synergy Financial Group, LTD
    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 21,802 shares
    Change vs previous 13F -199 shares

    4.16% of the 13F portfolio, value $5,927,225.

    13F-HR 0001905669-26-000001 filed by Synergy Financial Group, LTD
    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 22,001 shares
    Change vs previous 13F -392 shares

    3.78% of the 13F portfolio, value $5,602,180.

    13F-HR 0001905669-25-000005 filed by Synergy Financial Group, LTD
    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 22,393 shares
    Change vs previous 13F +1,185 shares

    3.38% of the 13F portfolio, value $4,594,397.

    13F-HR 0001905669-25-000004 filed by Synergy Financial Group, LTD
    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 21,208 shares
    Change vs previous 13F -342 shares

    4.23% of the 13F portfolio, value $4,710,928.

    13F-HR 0001905669-25-000003 filed by Synergy Financial Group, LTD
    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 21,550 shares
    Change vs previous 13F -289 shares

    4.5% of the 13F portfolio, value $5,396,514.

    13F-HR 0001905669-25-000001 filed by Synergy Financial Group, LTD
    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 21,839 shares
    Change vs previous 13F not available

    4.83% of the 13F portfolio, value $5,088,422.

    13F-HR 0001905669-24-000005 filed by Synergy Financial Group, LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).