Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001905669-25-000003
Filing Date
2025-05-15
Accepted
2025-05-14 18:17:38
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-15

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1993
2 informationtable31032025.html INFORMATION TABLE  
2 informationtable31032025.xml INFORMATION TABLE 40411
  Complete submission text file 0001905669-25-000003.txt   43636
Mailing Address 2710 CROW CANYON RD #1065 SAN RAMON CA 94583
Business Address 2710 CROW CANYON RD #1065 SAN RAMON CA 94583 888 734-2006
Synergy Financial Group, LTD (Filer) CIK: 0001905669 (see all company filings)

EIN.: 208590197 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21808 | Film No.: 25947573