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Disclosery

Synergy Financial Group, LTD: VWO position timeline

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

Synergy Financial Group, LTD held 31,742 VWO 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 31,742 shares
    Change vs previous 13F -3,883 shares

    1.36% of the 13F portfolio, value $1,894,664.

    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 35,625 shares
    Change vs previous 13F +6,867 shares

    1.45% of the 13F portfolio, value $1,925,506.

    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 28,758 shares
    Change vs previous 13F -800 shares

    1.09% of the 13F portfolio, value $1,546,005.

    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 29,558 shares
    Change vs previous 13F +349 shares

    1.08% of the 13F portfolio, value $1,601,476.

    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 29,209 shares
    Change vs previous 13F -216 shares

    1.06% of the 13F portfolio, value $1,444,658.

    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 29,425 shares
    Change vs previous 13F +4,763 shares

    1.2% of the 13F portfolio, value $1,331,783.

    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 24,662 shares
    Change vs previous 13F +1,298 shares

    0.91% of the 13F portfolio, value $1,086,114.

    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 23,364 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,117,967.

    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).