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Disclosery

Synergy Financial Group, LTD: FBTC position timeline

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

Synergy Financial Group, LTD held 12,357 FBTC 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 12,357 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $630,825.

    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 12,357 shares
    Change vs previous 13F -127 shares

    0.55% of the 13F portfolio, value $729,434.

    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 12,484 shares
    Change vs previous 13F -12 shares

    0.67% of the 13F portfolio, value $951,655.

    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 12,496 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $1,247,226.

    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 12,496 shares
    Change vs previous 13F +92 shares

    0.86% of the 13F portfolio, value $1,174,499.

    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 12,404 shares
    Change vs previous 13F -1,124 shares

    0.8% of the 13F portfolio, value $892,716.

    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 13,528 shares
    Change vs previous 13F +1,200 shares

    0.92% of the 13F portfolio, value $1,103,614.

    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 12,328 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $684,574.

    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).