Skip to content
Disclosery

Synergy Financial Group, LTD: IBKR position timeline

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

Synergy Financial Group, LTD held 6,779 IBKR 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 6,779 shares
    Change vs previous 13F -259 shares

    0.42% of the 13F portfolio, value $590,044.

    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 7,038 shares
    Change vs previous 13F -374 shares

    0.35% of the 13F portfolio, value $472,039.

    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 7,412 shares
    Change vs previous 13F -593 shares

    0.33% of the 13F portfolio, value $476,666.

    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 8,005 shares
    Change vs previous 13F -171 shares

    0.37% of the 13F portfolio, value $550,824.

    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 8,176 shares
    Change vs previous 13F +5,666 shares

    0.33% of the 13F portfolio, value $453,032.

    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 2,510 shares
    Change vs previous 13F -178 shares

    0.37% of the 13F portfolio, value $415,631.

    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 2,688 shares
    Change vs previous 13F +10 shares

    0.4% of the 13F portfolio, value $474,889.

    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 2,678 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $373,206.

    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).