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Disclosery

Synergy Investment Management, LLC: IEFA position timeline

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

Synergy Investment Management, LLC held 23,939 IEFA 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 23,939 shares
    Change vs previous 13F -730 shares

    0.56% of the 13F portfolio, value $2,312,017.

    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 24,669 shares
    Change vs previous 13F +160 shares

    0.73% of the 13F portfolio, value $2,233,318.

    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 24,509 shares
    Change vs previous 13F -1,074 shares

    0.78% of the 13F portfolio, value $2,192,571.

    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 25,583 shares
    Change vs previous 13F -5,971 shares

    0.85% of the 13F portfolio, value $2,233,655.

    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 31,554 shares
    Change vs previous 13F -23,850 shares

    1.59% of the 13F portfolio, value $2,634,080.

    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 55,404 shares
    Change vs previous 13F -38,539 shares

    1.75% of the 13F portfolio, value $4,191,338.

    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 93,943 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $6,602,296.

    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).