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Disclosery

Synergy Financial Group, LTD: TMFC position timeline

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

Synergy Financial Group, LTD held 51,883 TMFC 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 51,883 shares
    Change vs previous 13F +9 shares

    2.84% of the 13F portfolio, value $3,951,417.

    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 51,874 shares
    Change vs previous 13F +1,723 shares

    2.57% of the 13F portfolio, value $3,422,135.

    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 50,151 shares
    Change vs previous 13F +42 shares

    2.53% of the 13F portfolio, value $3,599,345.

    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 50,109 shares
    Change vs previous 13F +6,002 shares

    2.38% of the 13F portfolio, value $3,534,188.

    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 44,107 shares
    Change vs previous 13F +2,579 shares

    2.09% of the 13F portfolio, value $2,845,343.

    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 41,528 shares
    Change vs previous 13F +10,773 shares

    2.07% of the 13F portfolio, value $2,309,787.

    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 30,755 shares
    Change vs previous 13F +4,034 shares

    1.54% of the 13F portfolio, value $1,848,991.

    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 26,721 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $1,503,056.

    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).