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Disclosery

Synergy Investment Management, LLC: SPTS position timeline

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

Synergy Investment Management, LLC held 11,713 SPTS 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 11,713 shares
    Change vs previous 13F -166,162 shares

    0.08% of the 13F portfolio, value $339,795.

    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 177,875 shares
    Change vs previous 13F +10,070 shares

    1.7% of the 13F portfolio, value $5,190,476.

    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 167,805 shares
    Change vs previous 13F +1,099 shares

    1.74% of the 13F portfolio, value $4,913,333.

    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 166,706 shares
    Change vs previous 13F +11,914 shares

    1.87% of the 13F portfolio, value $4,887,807.

    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 154,792 shares
    Change vs previous 13F +29,409 shares

    2.73% of the 13F portfolio, value $4,533,867.

    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 125,383 shares
    Change vs previous 13F +50,017 shares

    1.53% of the 13F portfolio, value $3,666,173.

    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 75,366 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,186,293.

    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).