Synergy Investment Management, LLC: NI position timeline

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

Synergy Investment Management, LLC held 1,242 NI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 1,242 shares
Change vs previous 13F +985 shares
0.01% of the 13F portfolio, value $56,312.
13F-HR 0002053786-26-000003 filed by Synergy Investment Management, LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 257 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $11,991.
13F-HR 0002053786-26-000002 filed by Synergy Investment Management, LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).