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Disclosery

Synergy Financial Group, LTD: UPWK position timeline

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

Synergy Financial Group, LTD held 28,831 UPWK 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 28,831 shares
    Change vs previous 13F -973 shares

    0.17% of the 13F portfolio, value $241,027.

    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 29,804 shares
    Change vs previous 13F -855 shares

    0.25% of the 13F portfolio, value $326,652.

    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 30,659 shares
    Change vs previous 13F -374 shares

    0.43% of the 13F portfolio, value $607,661.

    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 31,033 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $576,283.

    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 31,033 shares
    Change vs previous 13F -2,782 shares

    0.31% of the 13F portfolio, value $417,084.

    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 33,815 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $441,286.

    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 33,815 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $552,875.

    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 33,815 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $353,367.

    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).