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Disclosery

Synergy Financial Group, LTD: CMG position timeline

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

Synergy Financial Group, LTD held 31,735 CMG 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 31,735 shares
    Change vs previous 13F -35 shares

    0.78% of the 13F portfolio, value $1,078,990.

    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 31,770 shares
    Change vs previous 13F +309 shares

    0.76% of the 13F portfolio, value $1,016,958.

    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 31,461 shares
    Change vs previous 13F -1,248 shares

    0.82% of the 13F portfolio, value $1,164,057.

    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 32,709 shares
    Change vs previous 13F -274 shares

    0.86% of the 13F portfolio, value $1,281,866.

    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 32,983 shares
    Change vs previous 13F -2,457 shares

    1.36% of the 13F portfolio, value $1,851,995.

    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 35,440 shares
    Change vs previous 13F -901 shares

    1.6% of the 13F portfolio, value $1,779,442.

    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 36,341 shares
    Change vs previous 13F +738 shares

    1.83% of the 13F portfolio, value $2,191,362.

    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 35,603 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $2,051,445.

    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).