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Synergy Investment Management, LLC: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Synergy Investment Management, LLC on AMZN, newest first. How the timeline and the estimate are built.

Synergy Investment Management, LLC held 15,129 AMZN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,129 shares
    Change vs previous 13F +2,209 shares

    0.87% of the 13F portfolio, value $3,576,436.

    13F-HR 0002053786-26-000003 filed by Synergy Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,920 shares
    Change vs previous 13F +284 shares

    0.88% of the 13F portfolio, value $2,690,848.

    13F-HR 0002053786-26-000002 filed by Synergy Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,636 shares
    Change vs previous 13F +256 shares

    1.03% of the 13F portfolio, value $2,916,643.

    13F-HR 0002053786-26-000001 filed by Synergy Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,380 shares
    Change vs previous 13F -205 shares

    1.04% of the 13F portfolio, value $2,718,277.

    13F-HR 0002053786-25-000006 filed by Synergy Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,585 shares
    Change vs previous 13F -80 shares

    1.66% of the 13F portfolio, value $2,761,023.

    13F-HR 0002053786-25-000004 filed by Synergy Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,665 shares
    Change vs previous 13F +7,103 shares

    1.01% of the 13F portfolio, value $2,409,643.

    13F-HR 0002053786-25-000003 filed by Synergy Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,562 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,220,247.

    13F-HR 0002053786-25-000001 filed by Synergy Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).