13F Filings History of SYNTAX RESEARCH, INC.

Latest 13F report
Q3 2025 - 04 Nov 2025
Value $
$155,576,325
Signature - Title
Sandeep Sharma - Principal
Location
Boca Raton, FL
Summary
This page shows a list of all the recent 13F filings made by SYNTAX RESEARCH, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SYNTAX RESEARCH, INC. reported 172 stock holdings with total value $155,576,325 as of Q3 2025. Top holdings included IVV, VLUE, IEF, AAPL, and SHY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 172 $155,576,325 +$17,128,033 -$13,479,618 +$3,648,415 IVV, VLUE, IEF, AAPL, SHY 13F-HR 04 Nov 2025, 13:39
Q2 2025 170 $140,798,431 +$23,021,362 -$35,271,053 -$12,249,691 IVV, VLUE, IEF, SHY, AAPL 13F-HR 21 Jul 2025, 08:36
Q1 2025 175 $144,839,625 +$20,444,586 -$14,922,915 +$5,521,671 IVV, SHY, VLUE, AAPL, IEF 13F-HR 07 May 2025, 08:56
Q4 2024 183 $139,456,922 +$18,937,105 -$21,683,467 -$2,746,362 IVV, VLUE, AAPL, SHY, ACWX 13F-HR 11 Feb 2025, 15:32
Q3 2024 189 $147,821,672 +$37,221,389 -$23,133,132 +$14,088,257 IVV, VLUE, SHY, AAPL, ACWX 13F-HR 17 Dec 2024, 18:06
Q2 2024 174 $126,435,904 +$10,439,831 -$17,552,827 -$7,112,996 SHY, IVV, VLUE, AAPL, ACWX 13F-HR 23 Jul 2024, 19:45
Q1 2024 169 $130,969,919 +$15,568,150 -$3,172,775 +$12,395,375 SHY, IVV, VLUE, IJH, SPY 13F-HR 06 May 2024, 18:54
Q4 2023 175 $119,476,808 +$4,394,437 -$22,419,161 -$18,024,724 SHY, IVV, VLUE, AAPL, IJH 13F-HR 30 Jan 2024, 16:07
Q3 2023 178 $123,480,743 $0 IVV, SHY, VLUE, ACWX, IJH 13F-HR 14 Nov 2023, 10:24