Skip to content
Disclosery

Synergy Financial Group, LTD: TTD position timeline

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

Synergy Financial Group, LTD held 68,659 TTD 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 68,659 shares
    Change vs previous 13F -3,373 shares

    0.89% of the 13F portfolio, value $1,241,355.

    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 72,032 shares
    Change vs previous 13F -2,524 shares

    1.23% of the 13F portfolio, value $1,634,406.

    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 74,556 shares
    Change vs previous 13F -1,230 shares

    1.99% of the 13F portfolio, value $2,830,146.

    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 75,786 shares
    Change vs previous 13F +21,990 shares

    2.5% of the 13F portfolio, value $3,714,272.

    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 53,796 shares
    Change vs previous 13F +6,707 shares

    2.85% of the 13F portfolio, value $3,872,774.

    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 47,089 shares
    Change vs previous 13F +497 shares

    2.31% of the 13F portfolio, value $2,576,710.

    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 46,592 shares
    Change vs previous 13F -1,295 shares

    4.57% of the 13F portfolio, value $5,475,958.

    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 47,887 shares
    Change vs previous 13F not available

    4.99% of the 13F portfolio, value $5,250,810.

    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).