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Disclosery

Synergy Asset Management, LLC: AXS position timeline

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

Synergy Asset Management, LLC held 27,321 AXS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,321 shares
    Change vs previous 13F -4,260 shares

    0.28% of the 13F portfolio, value $2,935,368.

    13F-HR 0001699080-26-000007 filed by Synergy Asset 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 31,581 shares
    Change vs previous 13F -177,315 shares

    0.34% of the 13F portfolio, value $3,202,629.

    13F-HR 0001699080-26-000005 filed by Synergy Asset 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 208,896 shares
    Change vs previous 13F -143,154 shares

    2.33% of the 13F portfolio, value $22,370,673.

    13F-HR 0001699080-26-000002 filed by Synergy Asset 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 352,050 shares
    Change vs previous 13F +136,313 shares

    1.22% of the 13F portfolio, value $33,726,390.

    13F-HR 0001699080-25-000007 filed by Synergy Asset 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 215,737 shares
    Change vs previous 13F -48,623 shares

    2.56% of the 13F portfolio, value $22,397,815.

    13F-HR 0001699080-25-000006 filed by Synergy Asset 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 264,360 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $26,499,446.

    13F-HR 0001699080-25-000004 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).