Financial Synergies Wealth Advisors, Inc. SEC EDGAR Filings (CIK 0002017868)

SEC EDGAR filings, ownership reports, and insider transactions for Financial Synergies Wealth Advisors, Inc..

Business address
4400 Post Oak Pkwy, Ste 200, Houston, TX, 77027
Top securities (13F)
IVV, VUG, VO, VTV, EFV, VEA, EFG, IEMG, SCHG, VONV, VB, DFAS, AVUV, DFUV, VBR, FNDF, SCHX, HIMU, FBND, and SCHM
State of incorporation
TX
Fiscal year end
31 December
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Financial Synergies Wealth Advisors, Inc. has filed 31 SEC EDGAR filings since 04 Apr 2024

Latest Filings

Recent SEC filings for Financial Synergies Wealth Advisors, Inc. including 13F-HR, N-PX, D.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2026 31 Dec 2025 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Oct 2025 30 Sep 2025 028-24048
N-PX Open N-PX document View SEC filing for N-PX 29 Jul 2025 30 Jun 2025 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2025 30 Jun 2025 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2025 31 Mar 2025 028-24048
D Open D document View SEC filing for D 05 Mar 2025 021-539852
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jan 2025 31 Dec 2024 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Oct 2024 30 Sep 2024 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jul 2024 30 Jun 2024 028-24048
N-PX Open N-PX document View SEC filing for N-PX 12 Jul 2024 30 Jun 2024 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Apr 2024 31 Mar 2024 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Apr 2024 31 Mar 2022 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Apr 2024 31 Dec 2021 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Apr 2024 31 Mar 2021 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Apr 2024 30 Sep 2021 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Apr 2024 30 Jun 2021 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Apr 2024 31 Mar 2020 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Apr 2024 30 Sep 2019 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Apr 2024 31 Dec 2020 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Apr 2024 30 Sep 2020 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Apr 2024 30 Jun 2020 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Apr 2024 31 Dec 2019 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Apr 2024 30 Jun 2019 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Apr 2024 31 Mar 2019 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Apr 2024 31 Dec 2023 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Apr 2024 30 Sep 2023 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Apr 2024 30 Jun 2023 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Apr 2024 31 Mar 2023 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Apr 2024 31 Dec 2022 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Apr 2024 30 Sep 2022 028-24048
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Apr 2024 30 Jun 2022 028-24048

About this filer

Financial Synergies Wealth Advisors, Inc. files with the SEC under CIK 0002017868. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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