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Disclosery

Synergy Asset Management, LLC: BUFS position timeline

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

Synergy Asset Management, LLC held 22,197 BUFS 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 22,197 shares
    Change vs previous 13F -3,889 shares

    0.05% of the 13F portfolio, value $556,923.

    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 26,086 shares
    Change vs previous 13F -4,294 shares

    0.06% of the 13F portfolio, value $601,543.

    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 30,380 shares
    Change vs previous 13F -58,663 shares

    0.07% of the 13F portfolio, value $693,879.

    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 89,043 shares
    Change vs previous 13F +60,098 shares

    0.07% of the 13F portfolio, value $1,918,314.

    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 28,945 shares
    Change vs previous 13F -4,998 shares

    0.07% of the 13F portfolio, value $609,153.

    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 33,943 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $687,345.

    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).