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Disclosery

Synergy Asset Management, LLC: BIV position timeline

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

Synergy Asset Management, LLC held 26,968 BIV 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 26,968 shares
    Change vs previous 13F +5,232 shares

    0.2% of the 13F portfolio, value $2,068,446.

    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 21,736 shares
    Change vs previous 13F +8,249 shares

    0.18% of the 13F portfolio, value $1,677,584.

    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 13,487 shares
    Change vs previous 13F -30,191 shares

    0.11% of the 13F portfolio, value $1,050,368.

    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 43,678 shares
    Change vs previous 13F +28,756 shares

    0.12% of the 13F portfolio, value $3,388,431.

    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 14,922 shares
    Change vs previous 13F -1,083 shares

    0.13% of the 13F portfolio, value $1,154,067.

    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 16,005 shares
    Change vs previous 13F -5,525 shares

    0.15% of the 13F portfolio, value $1,225,502.

    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).

  7. period ended2024-12-31
    13F 21,530 shares
    Change vs previous 13F +17,064 shares

    0.13% of the 13F portfolio, value $1,625,704.

    13F-HR 0001699080-25-000002 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).

  8. period ended2024-09-30
    13F 4,466 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $350,000.

    13F-HR 0001699080-24-000007 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).