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Disclosery

Synergy Investment Management, LLC: SPYG position timeline

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

Synergy Investment Management, LLC held 142,185 SPYG 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 142,185 shares
    Change vs previous 13F +15,776 shares

    4.09% of the 13F portfolio, value $16,918,587.

    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 126,409 shares
    Change vs previous 13F +10,408 shares

    4.05% of the 13F portfolio, value $12,379,160.

    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 116,001 shares
    Change vs previous 13F +10,675 shares

    4.38% of the 13F portfolio, value $12,377,372.

    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 105,326 shares
    Change vs previous 13F +4,486 shares

    4.2% of the 13F portfolio, value $11,007,638.

    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 100,840 shares
    Change vs previous 13F +4,245 shares

    5.79% of the 13F portfolio, value $9,612,079.

    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 96,595 shares
    Change vs previous 13F +19,069 shares

    3.24% of the 13F portfolio, value $7,763,297.

    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 77,526 shares
    Change vs previous 13F not available

    2.93% of the 13F portfolio, value $6,814,497.

    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).