Skip to content
Disclosery

Synergy Financial Group, LTD: LMND position timeline

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

Synergy Financial Group, LTD held 9,717 LMND 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 9,717 shares
    Change vs previous 13F -11 shares

    0.45% of the 13F portfolio, value $632,091.

    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 9,728 shares
    Change vs previous 13F -427 shares

    0.46% of the 13F portfolio, value $609,751.

    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 10,155 shares
    Change vs previous 13F -369 shares

    0.51% of the 13F portfolio, value $722,833.

    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 10,524 shares
    Change vs previous 13F +18 shares

    0.38% of the 13F portfolio, value $563,350.

    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 10,506 shares
    Change vs previous 13F -637 shares

    0.34% of the 13F portfolio, value $460,268.

    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 11,143 shares
    Change vs previous 13F -74 shares

    0.31% of the 13F portfolio, value $350,224.

    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 11,217 shares
    Change vs previous 13F -1,964 shares

    0.34% of the 13F portfolio, value $411,440.

    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 13,181 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $217,355.

    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).