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Disclosery

Synergy Financial Group, LTD: GSST position timeline

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

Synergy Financial Group, LTD held 7,498 GSST 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 7,498 shares
    Change vs previous 13F -3,348 shares

    0.27% of the 13F portfolio, value $379,211.

    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 10,846 shares
    Change vs previous 13F +2,393 shares

    0.41% of the 13F portfolio, value $548,265.

    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 8,453 shares
    Change vs previous 13F +210 shares

    0.3% of the 13F portfolio, value $426,623.

    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 8,243 shares
    Change vs previous 13F +940 shares

    0.28% of the 13F portfolio, value $417,920.

    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 7,303 shares
    Change vs previous 13F -3,618 shares

    0.27% of the 13F portfolio, value $369,269.

    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 10,921 shares
    Change vs previous 13F -41,144 shares

    0.5% of the 13F portfolio, value $551,947.

    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 52,065 shares
    Change vs previous 13F +40,043 shares

    2.18% of the 13F portfolio, value $2,614,184.

    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 12,022 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $608,794.

    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).