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Disclosery

Synergy Financial Group, LTD: VO position timeline

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

Synergy Financial Group, LTD held 17,300 VO 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 17,300 shares
    Change vs previous 13F +11,938 shares

    1% of the 13F portfolio, value $1,393,851.

    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 5,362 shares
    Change vs previous 13F -19 shares

    1.16% of the 13F portfolio, value $1,539,722.

    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 5,381 shares
    Change vs previous 13F -138 shares

    1.1% of the 13F portfolio, value $1,561,794.

    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 5,519 shares
    Change vs previous 13F +144 shares

    1.09% of the 13F portfolio, value $1,621,215.

    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 5,375 shares
    Change vs previous 13F -56 shares

    1.11% of the 13F portfolio, value $1,504,120.

    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 5,431 shares
    Change vs previous 13F +1,155 shares

    1.26% of the 13F portfolio, value $1,404,596.

    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 4,276 shares
    Change vs previous 13F +382 shares

    0.94% of the 13F portfolio, value $1,129,420.

    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 3,894 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,027,354.

    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).