Synergy Investment Management, LLC: CGUS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Synergy Investment Management, LLC on CGUS, newest first. How the timeline and the estimate are built.
Synergy Investment Management, LLC held 5,948 CGUS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,948 sharesChange vs previous 13F +997 shares
0.06% of the 13F portfolio, value $264,579.
13F-HR 0002053786-26-000003 filed by Synergy Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,951 sharesChange vs previous 13F +4,951 shares
0.06% of the 13F portfolio, value $190,228.
13F-HR 0002053786-26-000002 filed by Synergy Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -2,885 shares
13F-HR 0002053786-25-000004 filed by Synergy Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 2,885 sharesChange vs previous 13F +1,450 shares
0.04% of the 13F portfolio, value $96,359.
13F-HR 0002053786-25-000003 filed by Synergy Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,435 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $50,182.
13F-HR 0002053786-25-000001 filed by Synergy Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).