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Disclosery

Synergy Financial Group, LTD: ZS position timeline

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

Synergy Financial Group, LTD held 5,544 ZS 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 5,544 shares
    Change vs previous 13F -146 shares

    0.56% of the 13F portfolio, value $782,536.

    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 5,690 shares
    Change vs previous 13F +21 shares

    0.6% of the 13F portfolio, value $798,250.

    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 5,669 shares
    Change vs previous 13F -324 shares

    0.9% of the 13F portfolio, value $1,275,071.

    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 5,993 shares
    Change vs previous 13F -406 shares

    1.21% of the 13F portfolio, value $1,795,862.

    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 6,399 shares
    Change vs previous 13F -240 shares

    1.48% of the 13F portfolio, value $2,008,902.

    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 6,639 shares
    Change vs previous 13F +142 shares

    1.18% of the 13F portfolio, value $1,317,310.

    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 6,497 shares
    Change vs previous 13F -383 shares

    0.98% of the 13F portfolio, value $1,172,124.

    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 6,880 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,176,067.

    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).