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Disclosery

Synergy Investment Management, LLC: SHLD position timeline

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

Synergy Investment Management, LLC held 92,936 SHLD 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 92,936 shares
    Change vs previous 13F +29,593 shares

    1.34% of the 13F portfolio, value $5,549,189.

    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 63,343 shares
    Change vs previous 13F +30,188 shares

    1.47% of the 13F portfolio, value $4,488,198.

    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 33,155 shares
    Change vs previous 13F +476 shares

    0.76% of the 13F portfolio, value $2,148,102.

    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 32,679 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,295,345.

    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).