Synergy Financial Group, LTD: SPG position timeline

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

Synergy Financial Group, LTD held 1,169 SPG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 1,169 shares
Change vs previous 13F -360 shares
0.19% of the 13F portfolio, value $261,447.
13F-HR 0001905669-26-000003 filed by Synergy Financial Group, LTD
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,529 shares
Change vs previous 13F not available
0.21% of the 13F portfolio, value $285,204.
13F-HR 0001905669-26-000002 filed by Synergy Financial Group, LTD
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).