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Disclosery

Synergy Financial Group, LTD: TSLA position timeline

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

Synergy Financial Group, LTD held 8,666 TSLA 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 8,666 shares
    Change vs previous 13F -1,803 shares

    2.62% of the 13F portfolio, value $3,644,920.

    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 10,469 shares
    Change vs previous 13F -2,629 shares

    2.92% of the 13F portfolio, value $3,891,851.

    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 13,098 shares
    Change vs previous 13F -290 shares

    4.14% of the 13F portfolio, value $5,890,433.

    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 13,388 shares
    Change vs previous 13F +245 shares

    4.01% of the 13F portfolio, value $5,953,911.

    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 13,143 shares
    Change vs previous 13F +1,201 shares

    3.07% of the 13F portfolio, value $4,175,005.

    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 11,942 shares
    Change vs previous 13F +3,568 shares

    2.78% of the 13F portfolio, value $3,094,889.

    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 8,374 shares
    Change vs previous 13F +64 shares

    2.82% of the 13F portfolio, value $3,381,756.

    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 8,310 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $2,174,145.

    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).