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Synergy Financial Group, LTD: MELI position timeline

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

Synergy Financial Group, LTD held 1,526 MELI 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 1,526 shares
    Change vs previous 13F -131 shares

    1.86% of the 13F portfolio, value $2,590,217.

    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 1,657 shares
    Change vs previous 13F +26 shares

    2.15% of the 13F portfolio, value $2,864,986.

    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 1,631 shares
    Change vs previous 13F -16 shares

    2.31% of the 13F portfolio, value $3,285,258.

    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 1,647 shares
    Change vs previous 13F +46 shares

    2.6% of the 13F portfolio, value $3,848,940.

    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 1,601 shares
    Change vs previous 13F +45 shares

    3.08% of the 13F portfolio, value $4,184,422.

    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 1,556 shares
    Change vs previous 13F -63 shares

    2.73% of the 13F portfolio, value $3,035,554.

    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 1,619 shares
    Change vs previous 13F +76 shares

    2.3% of the 13F portfolio, value $2,753,012.

    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 1,543 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $3,166,174.

    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).