Skip to content
Disclosery

Synergy Financial Group, LTD: PAYC position timeline

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

Synergy Financial Group, LTD held 3,384 PAYC 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 3,384 shares
    Change vs previous 13F -1,145 shares

    0.31% of the 13F portfolio, value $425,301.

    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 4,529 shares
    Change vs previous 13F +753 shares

    0.41% of the 13F portfolio, value $550,455.

    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 3,776 shares
    Change vs previous 13F -98 shares

    0.42% of the 13F portfolio, value $601,743.

    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 3,874 shares
    Change vs previous 13F +245 shares

    0.54% of the 13F portfolio, value $806,334.

    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 3,629 shares
    Change vs previous 13F +132 shares

    0.62% of the 13F portfolio, value $839,798.

    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 3,497 shares
    Change vs previous 13F +878 shares

    0.69% of the 13F portfolio, value $764,009.

    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 2,619 shares
    Change vs previous 13F +521 shares

    0.45% of the 13F portfolio, value $536,730.

    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 2,098 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $349,508.

    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).