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Disclosery

Synergy Financial Group, LTD: AVGO position timeline

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

Synergy Financial Group, LTD held 5,034 AVGO 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 5,034 shares
    Change vs previous 13F -50 shares

    1.37% of the 13F portfolio, value $1,901,487.

    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 5,084 shares
    Change vs previous 13F -38 shares

    1.18% of the 13F portfolio, value $1,573,678.

    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 5,122 shares
    Change vs previous 13F -86 shares

    1.25% of the 13F portfolio, value $1,772,654.

    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 5,208 shares
    Change vs previous 13F -162 shares

    1.16% of the 13F portfolio, value $1,718,067.

    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 5,370 shares
    Change vs previous 13F -6 shares

    1.09% of the 13F portfolio, value $1,480,374.

    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 5,376 shares
    Change vs previous 13F +9 shares

    0.81% of the 13F portfolio, value $900,021.

    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 5,367 shares
    Change vs previous 13F -1,030 shares

    1.04% of the 13F portfolio, value $1,244,320.

    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 6,397 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,103,530.

    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).