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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001905669-24-000003
Filing Date
2024-08-13
Accepted
2024-08-13 14:33:38
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-08-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1991
2 informationtable30062024.html INFORMATION TABLE  
2 informationtable30062024.xml INFORMATION TABLE 30777
  Complete submission text file 0001905669-24-000003.txt   34008
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)

IRS No.: 208590197 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-21808 | Film No.: 241200630