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Disclosery

Synergy Financial Group, LTD: VGT position timeline

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

Synergy Financial Group, LTD held 31,496 VGT 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 31,496 shares
    Change vs previous 13F +28,046 shares

    2.71% of the 13F portfolio, value $3,764,402.

    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 3,450 shares
    Change vs previous 13F +84 shares

    1.81% of the 13F portfolio, value $2,407,134.

    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 3,366 shares
    Change vs previous 13F +104 shares

    1.78% of the 13F portfolio, value $2,537,223.

    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 3,262 shares
    Change vs previous 13F +113 shares

    1.64% of the 13F portfolio, value $2,435,507.

    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 3,149 shares
    Change vs previous 13F -9 shares

    1.54% of the 13F portfolio, value $2,088,669.

    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 3,158 shares
    Change vs previous 13F 0 shares

    1.54% of the 13F portfolio, value $1,712,836.

    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 3,158 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $1,963,644.

    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).