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Disclosery

Synergy Financial Group, LTD: MSFT position timeline

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

Synergy Financial Group, LTD held 21,205 MSFT 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 21,205 shares
    Change vs previous 13F -3,291 shares

    5.69% of the 13F portfolio, value $7,909,967.

    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 24,496 shares
    Change vs previous 13F +1,072 shares

    6.81% of the 13F portfolio, value $9,067,719.

    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 23,424 shares
    Change vs previous 13F +811 shares

    7.96% of the 13F portfolio, value $11,328,215.

    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 22,613 shares
    Change vs previous 13F +3,641 shares

    7.9% of the 13F portfolio, value $11,712,204.

    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 18,972 shares
    Change vs previous 13F +274 shares

    6.95% of the 13F portfolio, value $9,436,912.

    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 18,698 shares
    Change vs previous 13F -7 shares

    6.3% of the 13F portfolio, value $7,019,073.

    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 18,705 shares
    Change vs previous 13F -3,300 shares

    6.57% of the 13F portfolio, value $7,884,183.

    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 22,005 shares
    Change vs previous 13F not available

    8.99% of the 13F portfolio, value $9,468,770.

    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).