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Disclosery

Synergy Investment Management, LLC: OEF position timeline

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

Synergy Investment Management, LLC held 393 OEF 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 393 shares
    Change vs previous 13F -457 shares

    0.03% of the 13F portfolio, value $143,692.

    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 850 shares
    Change vs previous 13F -24,683 shares

    0.09% of the 13F portfolio, value $270,279.

    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 25,533 shares
    Change vs previous 13F +3,647 shares

    3.1% of the 13F portfolio, value $8,757,174.

    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 21,886 shares
    Change vs previous 13F +9,335 shares

    2.78% of the 13F portfolio, value $7,284,393.

    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 12,551 shares
    Change vs previous 13F +4,651 shares

    2.3% of the 13F portfolio, value $3,819,766.

    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 7,900 shares
    Change vs previous 13F +6,145 shares

    0.89% of the 13F portfolio, value $2,139,521.

    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 1,755 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $506,861.

    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).