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Disclosery

Synergy Financial Group, LTD: GPIQ position timeline

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

Synergy Financial Group, LTD held 5,989 GPIQ 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 5,989 shares
    Change vs previous 13F -7,192 shares

    0.26% of the 13F portfolio, value $355,213.

    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 13,181 shares
    Change vs previous 13F -31 shares

    0.49% of the 13F portfolio, value $652,328.

    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 13,212 shares
    Change vs previous 13F -3,336 shares

    0.49% of the 13F portfolio, value $698,518.

    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 16,548 shares
    Change vs previous 13F +1,201 shares

    0.59% of the 13F portfolio, value $868,108.

    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 15,347 shares
    Change vs previous 13F -2,043 shares

    0.56% of the 13F portfolio, value $764,434.

    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 17,390 shares
    Change vs previous 13F +10,679 shares

    0.7% of the 13F portfolio, value $775,594.

    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 6,711 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $329,040.

    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 6,711 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $321,792.

    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).