Filer · Institutional
Synergy Financial Group,LTD
CIK 0001905669TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001905669-26-000002 · filed 2026-05-15
123
positions
Q4 202513F-HR
0001905669-26-000001 · filed 2026-02-17
115
positions
Q3 202513F-HR
0001905669-25-000005 · filed 2025-11-17
115
positions
Q2 202513F-HR
0001905669-25-000004 · filed 2025-08-15
112
positions
Q1 202513F-HR
0001905669-25-000003 · filed 2025-05-15
108
positions
Q4 202413F-HR
0001905669-25-000001 · filed 2025-02-04
101
positions
Q3 202413F-HR
0001905669-24-000005 · filed 2024-11-18
94
positions
Q2 202413F-HR
0001905669-24-000003 · filed 2024-08-13
82
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.