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Disclosery

Synergy Financial Group, LTD: JPM position timeline

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

Synergy Financial Group, LTD held 1,457 JPM 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 1,457 shares
    Change vs previous 13F +11 shares

    0.34% of the 13F portfolio, value $476,920.

    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 1,446 shares
    Change vs previous 13F +508 shares

    0.32% of the 13F portfolio, value $425,355.

    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 938 shares
    Change vs previous 13F -39 shares

    0.21% of the 13F portfolio, value $302,242.

    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 977 shares
    Change vs previous 13F +31 shares

    0.21% of the 13F portfolio, value $308,175.

    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 946 shares
    Change vs previous 13F +15 shares

    0.2% of the 13F portfolio, value $274,255.

    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 931 shares
    Change vs previous 13F -13 shares

    0.21% of the 13F portfolio, value $228,374.

    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 944 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $226,286.

    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).