Skip to content
Disclosery

Synergy Investment Management, LLC: TRFK position timeline

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

Synergy Investment Management, LLC held 61,495 TRFK 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 61,495 shares
    Change vs previous 13F +5,754 shares

    1.59% of the 13F portfolio, value $6,561,570.

    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 55,741 shares
    Change vs previous 13F +52,060 shares

    1.13% of the 13F portfolio, value $3,469,323.

    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 3,681 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $235,805.

    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).