Synergy Asset Management, LLC
FollowFiler group, 2 members, built by the linking rules
Synergy Asset Management, LLC is a filer group of 2 members, 2 of them filing 13F reports, with 4 filings between them.
Members
Each member with the evidence that put it in the group. A member counts only inside the quarters shown (method).
| Member | Kind | Quarters | Evidence |
|---|---|---|---|
| Synergy Asset Management, LLCCIK 1699080 | 13F filer | all |
|
| Advisor Share Wealth Management, LLCCIK 2080265 | 13F filer | from Q1 2026 |
|
Filings of the group
The union of the members' filings: 13F reports and notices, 13D and 13G naming a member, and Forms 3, 4 and 5 with a member as reporting owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-NT 0001214659-26-009847 | Quarter ended 2026-06-30 | 2026-08-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001699080-26-000007 | Quarter ended 2026-06-30 | 2026-07-22 | acceptance time not in the bulk data set | |
| 13F-NT 0001214659-26-006126 | Quarter ended 2026-03-31 | 2026-05-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001699080-26-000005 | Quarter ended 2026-03-31 | 2026-05-13 | acceptance time not in the bulk data set |