Skip to content
Disclosery

Synergy Financial Group, LTD: MU position timeline

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

Synergy Financial Group, LTD held 1,368 MU 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 1,368 shares
    Change vs previous 13F +5 shares

    1.14% of the 13F portfolio, value $1,579,069.

    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 1,363 shares
    Change vs previous 13F +44 shares

    0.35% of the 13F portfolio, value $460,476.

    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 1,319 shares
    Change vs previous 13F +6 shares

    0.26% of the 13F portfolio, value $376,456.

    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 1,313 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $219,691.

    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).