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Disclosery

Synergy Financial Group, LTD: CRWD position timeline

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

Synergy Financial Group, LTD held 3,740 CRWD 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 3,740 shares
    Change vs previous 13F -130 shares

    2.05% of the 13F portfolio, value $2,854,144.

    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 3,870 shares
    Change vs previous 13F -205 shares

    1.14% of the 13F portfolio, value $1,510,887.

    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 4,075 shares
    Change vs previous 13F -150 shares

    1.34% of the 13F portfolio, value $1,910,197.

    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 4,225 shares
    Change vs previous 13F +107 shares

    1.4% of the 13F portfolio, value $2,071,856.

    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 4,118 shares
    Change vs previous 13F -159 shares

    1.54% of the 13F portfolio, value $2,097,339.

    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 4,277 shares
    Change vs previous 13F +166 shares

    1.35% of the 13F portfolio, value $1,507,985.

    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 4,111 shares
    Change vs previous 13F +161 shares

    1.17% of the 13F portfolio, value $1,406,620.

    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 3,950 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,107,856.

    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).