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Disclosery

Synergy Financial Group, LTD: SHOP position timeline

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

Synergy Financial Group, LTD held 50,860 SHOP 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 50,860 shares
    Change vs previous 13F -1,896 shares

    4.18% of the 13F portfolio, value $5,807,195.

    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 52,756 shares
    Change vs previous 13F -1,526 shares

    4.7% of the 13F portfolio, value $6,257,917.

    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 54,282 shares
    Change vs previous 13F -9,167 shares

    6.14% of the 13F portfolio, value $8,737,774.

    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 63,449 shares
    Change vs previous 13F -1,298 shares

    6.36% of the 13F portfolio, value $9,429,156.

    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 64,747 shares
    Change vs previous 13F +3,026 shares

    5.5% of the 13F portfolio, value $7,468,566.

    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 61,721 shares
    Change vs previous 13F +429 shares

    5.29% of the 13F portfolio, value $5,893,121.

    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 61,292 shares
    Change vs previous 13F -3,240 shares

    5.43% of the 13F portfolio, value $6,517,178.

    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 64,532 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $5,171,594.

    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).