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Disclosery

Synergy Financial Group, LTD: TSM position timeline

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

Synergy Financial Group, LTD held 1,270 TSM 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 1,270 shares
    Change vs previous 13F +167 shares

    0.44% of the 13F portfolio, value $606,514.

    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 1,103 shares
    Change vs previous 13F -27 shares

    0.28% of the 13F portfolio, value $372,759.

    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 1,130 shares
    Change vs previous 13F +24 shares

    0.24% of the 13F portfolio, value $343,396.

    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 1,106 shares
    Change vs previous 13F +78 shares

    0.21% of the 13F portfolio, value $308,895.

    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 1,028 shares
    Change vs previous 13F +1,028 shares

    0.17% of the 13F portfolio, value $232,832.

    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 0 shares
    Change vs previous 13F -1,090 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 1,090 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $215,264.

    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).