Synergy Financial Group, LTD
Position in WPM — Wheaton Precious Metals Corp.
CIK 1905669
SAN RAMON, CA
Position in WPM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$239,129
-$61,145 QoQ
Shares Held
2,129
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#657
of 849 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Synergy Financial Group, LTD holds $239,129 across 1 Gold name. WPM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
This page
|
2,129 | $239,129 |
All Filings in WPM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,129 | 2,129 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $300,274 | 2,292 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $269,355 | 2,292 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $256,337 | 2,292 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $205,821 | 2,292 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||