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Disclosery

Synergy Investment Management, LLC: VUG position timeline

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

Synergy Investment Management, LLC held 211,823 VUG 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 211,823 shares
    Change vs previous 13F +175,688 shares

    4.41% of the 13F portfolio, value $18,227,897.

    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 36,135 shares
    Change vs previous 13F -5,125 shares

    5.16% of the 13F portfolio, value $15,783,839.

    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 41,260 shares
    Change vs previous 13F -1,360 shares

    7.13% of the 13F portfolio, value $20,129,128.

    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 42,620 shares
    Change vs previous 13F -1,488 shares

    7.81% of the 13F portfolio, value $20,440,861.

    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 44,108 shares
    Change vs previous 13F +147 shares

    11.66% of the 13F portfolio, value $19,336,903.

    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 43,961 shares
    Change vs previous 13F +340 shares

    6.81% of the 13F portfolio, value $16,301,486.

    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 43,621 shares
    Change vs previous 13F not available

    7.7% of the 13F portfolio, value $17,903,650.

    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).