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Disclosery

Synergy Asset Management, LLC: FJUL position timeline

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

Synergy Asset Management, LLC held 23,313 FJUL 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 23,313 shares
    Change vs previous 13F -4,022 shares

    0.13% of the 13F portfolio, value $1,388,056.

    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 27,335 shares
    Change vs previous 13F -4,543 shares

    0.16% of the 13F portfolio, value $1,495,771.

    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 31,878 shares
    Change vs previous 13F -46,975 shares

    0.19% of the 13F portfolio, value $1,782,484.

    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 78,853 shares
    Change vs previous 13F +52,846 shares

    0.15% of the 13F portfolio, value $4,160,076.

    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 26,007 shares
    Change vs previous 13F -375 shares

    0.15% of the 13F portfolio, value $1,345,589.

    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 26,382 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,256,677.

    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).