Skip to content
Disclosery

Synergy Investment Management, LLC: MUB position timeline

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

Synergy Investment Management, LLC held 31,326 MUB 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 31,326 shares
    Change vs previous 13F +9,754 shares

    0.81% of the 13F portfolio, value $3,363,957.

    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 21,572 shares
    Change vs previous 13F +3,889 shares

    0.75% of the 13F portfolio, value $2,289,816.

    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 17,683 shares
    Change vs previous 13F +1,253 shares

    0.67% of the 13F portfolio, value $1,894,053.

    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 16,430 shares
    Change vs previous 13F +5,046 shares

    0.67% of the 13F portfolio, value $1,749,675.

    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 11,384 shares
    Change vs previous 13F -9,603 shares

    0.72% of the 13F portfolio, value $1,189,377.

    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 20,987 shares
    Change vs previous 13F -606 shares

    0.92% of the 13F portfolio, value $2,212,892.

    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 21,593 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,300,681.

    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).