Skip to content
Disclosery

Synergy Investment Management, LLC: BAI position timeline

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

Synergy Investment Management, LLC held 185,588 BAI 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 185,588 shares
    Change vs previous 13F -6,436 shares

    2.37% of the 13F portfolio, value $9,784,169.

    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 192,024 shares
    Change vs previous 13F +28,167 shares

    2.07% of the 13F portfolio, value $6,328,011.

    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 163,857 shares
    Change vs previous 13F +23,076 shares

    1.93% of the 13F portfolio, value $5,456,465.

    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 140,781 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $4,809,083.

    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).