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Disclosery

Synergy Investment Management, LLC: HEFA position timeline

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

Synergy Investment Management, LLC held 948 HEFA 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 948 shares
    Change vs previous 13F +322 shares

    0.01% of the 13F portfolio, value $44,487.

    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 626 shares
    Change vs previous 13F +626 shares

    0.01% of the 13F portfolio, value $26,604.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -7,846 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 7,846 shares
    Change vs previous 13F -33,970 shares

    0.18% of the 13F portfolio, value $297,843.

    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).

  5. period ended2025-03-31
    13F 41,816 shares
    Change vs previous 13F +34,929 shares

    0.63% of the 13F portfolio, value $1,517,516.

    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).

  6. period ended2024-12-31
    13F 6,887 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $239,300.

    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).