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Disclosery

Synergy Investment Management, LLC: IEMG position timeline

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

Synergy Investment Management, LLC held 141,499 IEMG 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 141,499 shares
    Change vs previous 13F +14,945 shares

    2.83% of the 13F portfolio, value $11,678,964.

    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 126,554 shares
    Change vs previous 13F -23,297 shares

    2.89% of the 13F portfolio, value $8,828,091.

    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 149,851 shares
    Change vs previous 13F +28,912 shares

    3.57% of the 13F portfolio, value $10,072,990.

    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 120,939 shares
    Change vs previous 13F +57,481 shares

    3.04% of the 13F portfolio, value $7,972,287.

    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 63,458 shares
    Change vs previous 13F +52,297 shares

    2.3% of the 13F portfolio, value $3,809,367.

    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 11,161 shares
    Change vs previous 13F +4,371 shares

    0.25% of the 13F portfolio, value $602,359.

    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 6,790 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $354,532.

    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).