Skip to content
Disclosery

Synergy Investment Management, LLC: VTI position timeline

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

Synergy Investment Management, LLC held 8,876 VTI 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 8,876 shares
    Change vs previous 13F -902 shares

    0.79% of the 13F portfolio, value $3,284,366.

    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 9,778 shares
    Change vs previous 13F -129 shares

    1.03% of the 13F portfolio, value $3,136,781.

    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 9,907 shares
    Change vs previous 13F -685 shares

    1.18% of the 13F portfolio, value $3,321,419.

    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 10,592 shares
    Change vs previous 13F -530 shares

    1.33% of the 13F portfolio, value $3,476,108.

    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 11,122 shares
    Change vs previous 13F -827 shares

    2.04% of the 13F portfolio, value $3,380,434.

    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 11,949 shares
    Change vs previous 13F -137 shares

    1.37% of the 13F portfolio, value $3,284,173.

    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 12,086 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $3,502,469.

    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).