Skip to content
Disclosery

Synergy Financial Group, LTD: KMI position timeline

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

Synergy Financial Group, LTD held 11,391 KMI 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 11,391 shares
    Change vs previous 13F -357 shares

    0.26% of the 13F portfolio, value $364,181.

    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 11,748 shares
    Change vs previous 13F -97 shares

    0.3% of the 13F portfolio, value $393,923.

    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 11,845 shares
    Change vs previous 13F -345 shares

    0.23% of the 13F portfolio, value $325,630.

    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 12,190 shares
    Change vs previous 13F -376 shares

    0.23% of the 13F portfolio, value $345,097.

    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 12,566 shares
    Change vs previous 13F -912 shares

    0.27% of the 13F portfolio, value $369,453.

    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 13,478 shares
    Change vs previous 13F -37 shares

    0.35% of the 13F portfolio, value $384,531.

    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 13,515 shares
    Change vs previous 13F +694 shares

    0.31% of the 13F portfolio, value $370,304.

    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 12,821 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $283,226.

    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).