Skip to content
Disclosery

Synergy Asset Management, LLC: CWEN position timeline

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

Synergy Asset Management, LLC held 76,149 CWEN 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 76,149 shares
    Change vs previous 13F -13,492 shares

    0.25% of the 13F portfolio, value $2,602,773.

    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 89,641 shares
    Change vs previous 13F -1,006 shares

    0.37% of the 13F portfolio, value $3,521,995.

    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 90,647 shares
    Change vs previous 13F -138,489 shares

    0.31% of the 13F portfolio, value $3,014,919.

    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 229,136 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,473,092.

    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).