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Disclosery

Synergy Investment Management, LLC: EFV position timeline

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

Synergy Investment Management, LLC held 32,557 EFV 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 32,557 shares
    Change vs previous 13F +2,318 shares

    0.6% of the 13F portfolio, value $2,492,232.

    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 30,239 shares
    Change vs previous 13F -33,888 shares

    0.74% of the 13F portfolio, value $2,248,255.

    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 64,127 shares
    Change vs previous 13F +6,437 shares

    1.62% of the 13F portfolio, value $4,579,335.

    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 57,690 shares
    Change vs previous 13F -29,514 shares

    1.49% of the 13F portfolio, value $3,913,135.

    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 87,204 shares
    Change vs previous 13F +41,676 shares

    3.34% of the 13F portfolio, value $5,535,717.

    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 45,528 shares
    Change vs previous 13F -22,629 shares

    1.12% of the 13F portfolio, value $2,683,431.

    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 68,157 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $3,576,162.

    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).