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Disclosery

Synergy Financial Group, LTD: VTV position timeline

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

Synergy Financial Group, LTD held 2,763 VTV 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 2,763 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $602,162.

    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 2,763 shares
    Change vs previous 13F +280 shares

    0.41% of the 13F portfolio, value $542,113.

    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 2,483 shares
    Change vs previous 13F +102 shares

    0.33% of the 13F portfolio, value $474,234.

    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 2,381 shares
    Change vs previous 13F +109 shares

    0.3% of the 13F portfolio, value $444,033.

    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 2,272 shares
    Change vs previous 13F -33 shares

    0.3% of the 13F portfolio, value $401,553.

    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 2,305 shares
    Change vs previous 13F -1 shares

    0.36% of the 13F portfolio, value $398,166.

    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 2,306 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $390,406.

    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).