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Disclosery

Synergy Investment Management, LLC: EFG position timeline

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

Synergy Investment Management, LLC held 13,189 EFG 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 13,189 shares
    Change vs previous 13F +1,184 shares

    0.4% of the 13F portfolio, value $1,640,964.

    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 12,005 shares
    Change vs previous 13F +3,059 shares

    0.44% of the 13F portfolio, value $1,336,999.

    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 8,946 shares
    Change vs previous 13F +1,657 shares

    0.36% of the 13F portfolio, value $1,019,160.

    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 7,289 shares
    Change vs previous 13F -15,701 shares

    0.32% of the 13F portfolio, value $830,051.

    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 22,990 shares
    Change vs previous 13F +861 shares

    1.55% of the 13F portfolio, value $2,574,820.

    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 22,129 shares
    Change vs previous 13F -18,311 shares

    0.92% of the 13F portfolio, value $2,212,858.

    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 40,440 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $3,915,737.

    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).