Synergy Financial Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Synergy Financial Management going back to Feb. 12, 2021
- Synergy Asset Management 2025 Q3 - filed Oct. 21, 2025 - new!
- Synergy Asset Management 2025 Q2 - filed July 21, 2025
- Synergy Asset Management 2025 Q1 - filed April 22, 2025
- Synergy Asset Management 2024 Q4 - filed Jan. 23, 2025
- Synergy Asset Management 2024 Q3 - filed Oct. 15, 2024
- Synergy Asset Management 2024 Q2 - filed Aug. 5, 2024
- Synergy Asset Management 2024 Q1 - filed April 18, 2024
- Synergy Asset Management 2023 Q4 - filed Jan. 19, 2024
- Synergy Asset Management 2023 Q3 - filed Nov. 14, 2023
- Synergy Asset Management 2023 Q2 - filed Aug. 2, 2023
- Synergy Asset Management 2023 Q1 - filed May 15, 2023
- Synergy Asset Management 2022 Q4 - filed Feb. 10, 2023
- Synergy Asset Management 2022 Q3 - filed Nov. 9, 2022
- Synergy Asset Management 2022 Q2 - filed Aug. 8, 2022
- Synergy Asset Management 2022 Q1 - filed May 5, 2022
- Synergy Asset Management 2021 Q4 - filed Feb. 4, 2022
- Synergy Asset Management 2021 Q3 - filed Nov. 10, 2021
- Synergy Financial Management 2021 Q2 - filed Aug. 12, 2021
- Synergy Financial Management 2021 Q1 - filed May 17, 2021
- Synergy Financial Management 2020 Q4 - filed Feb. 12, 2021