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Disclosery

Synergy Financial Group, LTD: AMZN position timeline

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

Synergy Financial Group, LTD held 40,112 AMZN 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 40,112 shares
    Change vs previous 13F -715 shares

    6.88% of the 13F portfolio, value $9,560,294.

    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 40,827 shares
    Change vs previous 13F -703 shares

    6.39% of the 13F portfolio, value $8,503,039.

    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 41,530 shares
    Change vs previous 13F -1,235 shares

    6.74% of the 13F portfolio, value $9,585,955.

    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 42,765 shares
    Change vs previous 13F +1,915 shares

    6.33% of the 13F portfolio, value $9,389,911.

    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 40,850 shares
    Change vs previous 13F +1,051 shares

    6.6% of the 13F portfolio, value $8,962,081.

    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 39,799 shares
    Change vs previous 13F -1,422 shares

    6.8% of the 13F portfolio, value $7,572,158.

    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 41,221 shares
    Change vs previous 13F -1,072 shares

    7.54% of the 13F portfolio, value $9,043,475.

    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 42,293 shares
    Change vs previous 13F not available

    7.48% of the 13F portfolio, value $7,880,455.

    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).