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Synergy Investment Management, LLC: VOO position timeline

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

Synergy Investment Management, LLC held 36,651 VOO 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 36,651 shares
    Change vs previous 13F -1,336 shares

    6.09% of the 13F portfolio, value $25,172,365.

    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 37,987 shares
    Change vs previous 13F -1,200 shares

    7.42% of the 13F portfolio, value $22,698,882.

    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 39,187 shares
    Change vs previous 13F -1,548 shares

    8.7% of the 13F portfolio, value $24,575,518.

    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 40,735 shares
    Change vs previous 13F +407 shares

    9.53% of the 13F portfolio, value $24,945,389.

    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 40,328 shares
    Change vs previous 13F +2,819 shares

    13.81% of the 13F portfolio, value $22,907,406.

    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 37,509 shares
    Change vs previous 13F +2,709 shares

    8.05% of the 13F portfolio, value $19,276,167.

    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 34,800 shares
    Change vs previous 13F not available

    8.06% of the 13F portfolio, value $18,750,305.

    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).