Filer · Institutional
Financial Synergies Wealth Advisors,Inc.
CIK 0002017868TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 12
Q2 202613F-HR
0002017868-26-000007 · filed 2026-07-17
116
positions
Q1 202613F-HR
0002017868-26-000005 · filed 2026-05-14
111
positions
Q4 202513F-HR
0002017868-26-000003 · filed 2026-02-06
107
positions
Q3 202513F-HR
0002017868-25-000013 · filed 2025-10-27
93
positions
Q2 202513F-HR
0002017868-25-000009 · filed 2025-07-29
90
positions
Q1 202513F-HR
0002017868-25-000007 · filed 2025-04-30
81
positions
Q4 202413F-HR
0002017868-25-000002 · filed 2025-01-28
73
positions
Q3 202413F-HR
0002017868-24-000002 · filed 2024-10-07
76
positions
Q2 202413F-HR
0001214659-24-012865 · filed 2024-07-23
70
positions
Q1 202413F-HR
0001214659-24-006713 · filed 2024-04-12
507
positions
Q4 202313F-HR
0001214659-24-006101 · filed 2024-04-04
461
positions
Q3 202313F-HR
0001214659-24-006100 · filed 2024-04-04
500
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.