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Disclosery

Synergy Financial Group, LTD: VV position timeline

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

Synergy Financial Group, LTD held 3,421 VV 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 3,421 shares
    Change vs previous 13F -1,079 shares

    0.85% of the 13F portfolio, value $1,176,685.

    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 4,500 shares
    Change vs previous 13F -160 shares

    1.01% of the 13F portfolio, value $1,344,947.

    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 4,660 shares
    Change vs previous 13F -125 shares

    1.03% of the 13F portfolio, value $1,467,069.

    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 4,785 shares
    Change vs previous 13F +159 shares

    0.99% of the 13F portfolio, value $1,473,164.

    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 4,626 shares
    Change vs previous 13F -109 shares

    0.97% of the 13F portfolio, value $1,319,825.

    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 4,735 shares
    Change vs previous 13F +1,348 shares

    1.09% of the 13F portfolio, value $1,217,062.

    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 3,387 shares
    Change vs previous 13F +427 shares

    0.76% of the 13F portfolio, value $913,474.

    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 2,960 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $779,338.

    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).