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Synergy Investment Management, LLC: IVV position timeline

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

Synergy Investment Management, LLC held 53,988 IVV 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 53,988 shares
    Change vs previous 13F +19,304 shares

    9.78% of the 13F portfolio, value $40,431,428.

    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 34,684 shares
    Change vs previous 13F +9,536 shares

    7.41% of the 13F portfolio, value $22,660,335.

    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 25,148 shares
    Change vs previous 13F +3,492 shares

    6.1% of the 13F portfolio, value $17,225,105.

    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 21,656 shares
    Change vs previous 13F +2,498 shares

    5.54% of the 13F portfolio, value $14,494,607.

    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 19,158 shares
    Change vs previous 13F -9,795 shares

    7.17% of the 13F portfolio, value $11,895,547.

    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 28,953 shares
    Change vs previous 13F -748 shares

    6.79% of the 13F portfolio, value $16,268,656.

    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 29,701 shares
    Change vs previous 13F not available

    7.52% of the 13F portfolio, value $17,484,278.

    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).