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Synergy Investment Management, LLC: FNDF position timeline

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

Synergy Investment Management, LLC held 24,120 FNDF 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 24,120 shares
    Change vs previous 13F +4,024 shares

    0.31% of the 13F portfolio, value $1,272,562.

    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 20,096 shares
    Change vs previous 13F +5,670 shares

    0.32% of the 13F portfolio, value $983,292.

    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 14,426 shares
    Change vs previous 13F +5,177 shares

    0.23% of the 13F portfolio, value $652,193.

    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 9,249 shares
    Change vs previous 13F +1,804 shares

    0.15% of the 13F portfolio, value $397,314.

    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 7,445 shares
    Change vs previous 13F +3,282 shares

    0.18% of the 13F portfolio, value $297,948.

    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 4,163 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $150,451.

    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).