Skip to content
Disclosery

Synergy Financial Group, LTD: ROKU position timeline

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

Synergy Financial Group, LTD held 2,408 ROKU 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 2,408 shares
    Change vs previous 13F -532 shares

    0.24% of the 13F portfolio, value $332,641.

    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 2,940 shares
    Change vs previous 13F -116 shares

    0.21% of the 13F portfolio, value $278,183.

    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 3,056 shares
    Change vs previous 13F -73 shares

    0.23% of the 13F portfolio, value $331,545.

    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 3,129 shares
    Change vs previous 13F -34 shares

    0.21% of the 13F portfolio, value $313,307.

    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 3,163 shares
    Change vs previous 13F -131 shares

    0.2% of the 13F portfolio, value $277,996.

    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 3,294 shares
    Change vs previous 13F +336 shares

    0.21% of the 13F portfolio, value $232,029.

    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 2,958 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $219,898.

    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).