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Disclosery

Synergy Financial Group, LTD: ZM position timeline

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

Synergy Financial Group, LTD held 5,917 ZM 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 5,917 shares
    Change vs previous 13F -2,265 shares

    0.37% of the 13F portfolio, value $510,696.

    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 8,182 shares
    Change vs previous 13F +1,081 shares

    0.49% of the 13F portfolio, value $657,751.

    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 7,101 shares
    Change vs previous 13F +44 shares

    0.43% of the 13F portfolio, value $612,745.

    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 7,057 shares
    Change vs previous 13F -275 shares

    0.39% of the 13F portfolio, value $582,203.

    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 7,332 shares
    Change vs previous 13F -166 shares

    0.42% of the 13F portfolio, value $571,749.

    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 7,498 shares
    Change vs previous 13F +2,061 shares

    0.5% of the 13F portfolio, value $553,127.

    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 5,437 shares
    Change vs previous 13F +263 shares

    0.37% of the 13F portfolio, value $443,714.

    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 5,174 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $360,835.

    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).