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Disclosery

Synergy Financial Group, LTD: LLY position timeline

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

Synergy Financial Group, LTD held 282 LLY 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 282 shares
    Change vs previous 13F +17 shares

    0.24% of the 13F portfolio, value $338,239.

    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 265 shares
    Change vs previous 13F +37 shares

    0.18% of the 13F portfolio, value $243,739.

    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 228 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $245,027.

    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).