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Disclosery

Synergy Investment Management, LLC: IVW position timeline

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

Synergy Investment Management, LLC held 16,527 IVW 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 16,527 shares
    Change vs previous 13F -38 shares

    0.55% of the 13F portfolio, value $2,272,926.

    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 16,565 shares
    Change vs previous 13F +1,765 shares

    0.61% of the 13F portfolio, value $1,873,660.

    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 14,800 shares
    Change vs previous 13F +2,394 shares

    0.65% of the 13F portfolio, value $1,824,241.

    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 12,406 shares
    Change vs previous 13F +1,662 shares

    0.57% of the 13F portfolio, value $1,497,614.

    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 10,744 shares
    Change vs previous 13F +74 shares

    0.71% of the 13F portfolio, value $1,182,951.

    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 10,670 shares
    Change vs previous 13F -253 shares

    0.41% of the 13F portfolio, value $990,501.

    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 10,923 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,108,998.

    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).