Synergy Asset Management, LLC: BULL position timeline

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

Synergy Asset Management, LLC held 34,256 BULL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 34,256 shares
Change vs previous 13F +5,239 shares
0.02% of the 13F portfolio, value $223,349.
13F-HR 0001699080-26-000007 filed by Synergy Asset Management, LLC
Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 29,017 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $139,282.
13F-HR 0001699080-26-000005 filed by Synergy Asset Management, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).