Synergy Investment Management, LLC: TLT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Synergy Investment Management, LLC on TLT, newest first. How the timeline and the estimate are built.
Synergy Investment Management, LLC held 231 TLT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 231 sharesChange vs previous 13F +2 shares
<0.01% of the 13F portfolio, value $20,002.
13F-HR 0002053786-26-000003 filed by Synergy Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 229 sharesChange vs previous 13F +229 shares
0.01% of the 13F portfolio, value $19,868.
13F-HR 0002053786-26-000002 filed by Synergy Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -96,682 shares
13F-HR 0002053786-25-000004 filed by Synergy Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 96,682 sharesChange vs previous 13F +15,889 shares
3.67% of the 13F portfolio, value $8,800,948.
13F-HR 0002053786-25-000003 filed by Synergy Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 80,793 sharesChange vs previous 13F not available
3.03% of the 13F portfolio, value $7,055,653.
13F-HR 0002053786-25-000001 filed by Synergy Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).