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Disclosery

Synergy Financial Group, LTD: UBER position timeline

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

Synergy Financial Group, LTD held 6,671 UBER 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 6,671 shares
    Change vs previous 13F -203 shares

    0.35% of the 13F portfolio, value $481,379.

    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 6,874 shares
    Change vs previous 13F +100 shares

    0.37% of the 13F portfolio, value $494,447.

    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 6,774 shares
    Change vs previous 13F -694 shares

    0.39% of the 13F portfolio, value $553,504.

    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 7,468 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $731,640.

    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 7,468 shares
    Change vs previous 13F -130 shares

    0.51% of the 13F portfolio, value $696,764.

    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 7,598 shares
    Change vs previous 13F +25 shares

    0.5% of the 13F portfolio, value $553,590.

    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 7,573 shares
    Change vs previous 13F -47 shares

    0.38% of the 13F portfolio, value $456,803.

    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 7,620 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $572,719.

    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).