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Disclosery

Synergy Investment Management, LLC: SPTI position timeline

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

Synergy Investment Management, LLC held 381,143 SPTI 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 381,143 shares
    Change vs previous 13F +58,732 shares

    2.62% of the 13F portfolio, value $10,820,669.

    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 322,411 shares
    Change vs previous 13F +25,961 shares

    3.02% of the 13F portfolio, value $9,240,431.

    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 296,450 shares
    Change vs previous 13F -6,312 shares

    3.03% of the 13F portfolio, value $8,549,602.

    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 302,762 shares
    Change vs previous 13F +7,273 shares

    3.34% of the 13F portfolio, value $8,749,884.

    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 295,489 shares
    Change vs previous 13F +112,725 shares

    5.13% of the 13F portfolio, value $8,501,201.

    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 182,764 shares
    Change vs previous 13F -79,259 shares

    2.18% of the 13F portfolio, value $5,223,413.

    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 262,023 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $7,305,170.

    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).