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Disclosery

Synergy Asset Management, LLC: DFUS position timeline

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

Synergy Asset Management, LLC held 27,595 DFUS 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 27,595 shares
    Change vs previous 13F +13,670 shares

    0.21% of the 13F portfolio, value $2,261,134.

    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 13,925 shares
    Change vs previous 13F +3,648 shares

    0.1% of the 13F portfolio, value $987,422.

    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 10,277 shares
    Change vs previous 13F -11,031 shares

    0.08% of the 13F portfolio, value $762,245.

    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 21,308 shares
    Change vs previous 13F +15,896 shares

    0.05% of the 13F portfolio, value $1,484,884.

    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 5,412 shares
    Change vs previous 13F +1,213 shares

    0.04% of the 13F portfolio, value $362,712.

    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 4,199 shares
    Change vs previous 13F -1,256 shares

    0.03% of the 13F portfolio, value $253,955.

    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 5,455 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $344,436.

    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).