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Synergy Investment Management, LLC: QLTA position timeline

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

Synergy Investment Management, LLC held 2,431 QLTA 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 2,431 shares
    Change vs previous 13F -3,951 shares

    0.03% of the 13F portfolio, value $115,507.

    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 6,382 shares
    Change vs previous 13F -1,372 shares

    0.1% of the 13F portfolio, value $303,720.

    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 7,754 shares
    Change vs previous 13F -2,035 shares

    0.13% of the 13F portfolio, value $372,875.

    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 9,789 shares
    Change vs previous 13F +1,570 shares

    0.18% of the 13F portfolio, value $474,457.

    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 8,219 shares
    Change vs previous 13F -1,103 shares

    0.24% of the 13F portfolio, value $393,197.

    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 9,322 shares
    Change vs previous 13F +2,540 shares

    0.19% of the 13F portfolio, value $443,063.

    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 6,782 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $317,306.

    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).