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Disclosery

Synergy Investment Management, LLC: WTPI position timeline

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

Synergy Investment Management, LLC held 8,600 WTPI 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 8,600 shares
    Change vs previous 13F +254 shares

    0.07% of the 13F portfolio, value $281,985.

    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 8,346 shares
    Change vs previous 13F +147 shares

    0.09% of the 13F portfolio, value $266,313.

    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 8,199 shares
    Change vs previous 13F +349 shares

    0.1% of the 13F portfolio, value $270,745.

    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 7,850 shares
    Change vs previous 13F +229 shares

    0.1% of the 13F portfolio, value $261,175.

    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 7,621 shares
    Change vs previous 13F +148 shares

    0.15% of the 13F portfolio, value $244,171.

    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 7,473 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $232,709.

    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).