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Disclosery

Synergy Investment Management, LLC: BPRE position timeline

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

Synergy Investment Management, LLC held 17,970 BPRE 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 17,970 shares
    Change vs previous 13F -2,355 shares

    0.06% of the 13F portfolio, value $233,787.

    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 20,325 shares
    Change vs previous 13F -997 shares

    0.11% of the 13F portfolio, value $337,592.

    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 21,322 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $319,830.

    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).