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Disclosery

Synergy Investment Management, LLC: BND position timeline

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

Synergy Investment Management, LLC held 26,272 BND 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 26,272 shares
    Change vs previous 13F +7,349 shares

    0.46% of the 13F portfolio, value $1,921,059.

    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 18,923 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,393,490.

    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 18,923 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,401,627.

    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 18,923 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $1,407,304.

    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 18,923 shares
    Change vs previous 13F -500 shares

    0.84% of the 13F portfolio, value $1,393,302.

    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 19,423 shares
    Change vs previous 13F +2,000 shares

    0.6% of the 13F portfolio, value $1,426,621.

    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 17,423 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,252,889.

    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).