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Synergy Investment Management, LLC: SPYV position timeline

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

Synergy Investment Management, LLC held 228,359 SPYV 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 228,359 shares
    Change vs previous 13F +4,753 shares

    3.36% of the 13F portfolio, value $13,881,931.

    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 223,606 shares
    Change vs previous 13F -4,601 shares

    4.14% of the 13F portfolio, value $12,653,358.

    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 228,207 shares
    Change vs previous 13F +82,981 shares

    4.59% of the 13F portfolio, value $12,964,432.

    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 145,226 shares
    Change vs previous 13F +20,379 shares

    3.07% of the 13F portfolio, value $8,035,333.

    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 124,847 shares
    Change vs previous 13F +16,398 shares

    3.94% of the 13F portfolio, value $6,534,494.

    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 108,449 shares
    Change vs previous 13F +57,239 shares

    2.31% of the 13F portfolio, value $5,538,477.

    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 51,210 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,618,844.

    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).