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Disclosery

Synergy Investment Management, LLC: SPSM position timeline

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

Synergy Investment Management, LLC held 10,297 SPSM 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 10,297 shares
    Change vs previous 13F -885 shares

    0.14% of the 13F portfolio, value $593,831.

    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 11,182 shares
    Change vs previous 13F -236 shares

    0.18% of the 13F portfolio, value $540,314.

    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 11,418 shares
    Change vs previous 13F -2,379 shares

    0.19% of the 13F portfolio, value $535,049.

    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 13,797 shares
    Change vs previous 13F -52,877 shares

    0.24% of the 13F portfolio, value $639,078.

    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 66,674 shares
    Change vs previous 13F +4,439 shares

    1.71% of the 13F portfolio, value $2,840,314.

    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 62,235 shares
    Change vs previous 13F +3,297 shares

    1.06% of the 13F portfolio, value $2,536,695.

    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 58,938 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,647,475.

    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).