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Disclosery

Synergy Investment Management, LLC: VTV position timeline

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

Synergy Investment Management, LLC held 9,497 VTV 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 9,497 shares
    Change vs previous 13F +1,468 shares

    0.5% of the 13F portfolio, value $2,072,541.

    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 8,029 shares
    Change vs previous 13F +97 shares

    0.52% of the 13F portfolio, value $1,575,289.

    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 7,932 shares
    Change vs previous 13F -345 shares

    0.54% of the 13F portfolio, value $1,514,934.

    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 8,277 shares
    Change vs previous 13F -115 shares

    0.59% of the 13F portfolio, value $1,543,576.

    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 8,392 shares
    Change vs previous 13F +265 shares

    0.89% of the 13F portfolio, value $1,483,114.

    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 8,127 shares
    Change vs previous 13F -187 shares

    0.59% of the 13F portfolio, value $1,403,772.

    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 8,314 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,407,562.

    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).