Skip to content
Disclosery

Synergy Investment Management, LLC: SPYM position timeline

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

Synergy Investment Management, LLC held 50,136 SPYM 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 50,136 shares
    Change vs previous 13F -250 shares

    1.07% of the 13F portfolio, value $4,405,916.

    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 50,386 shares
    Change vs previous 13F -911 shares

    1.26% of the 13F portfolio, value $3,856,644.

    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 51,297 shares
    Change vs previous 13F -72 shares

    1.46% of the 13F portfolio, value $4,115,053.

    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 51,369 shares
    Change vs previous 13F -290 shares

    1.54% of the 13F portfolio, value $4,024,263.

    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 51,659 shares
    Change vs previous 13F +5,852 shares

    2.26% of the 13F portfolio, value $3,755,100.

    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 45,807 shares
    Change vs previous 13F +2,770 shares

    1.26% of the 13F portfolio, value $3,012,303.

    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 43,037 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,966,976.

    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).