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Disclosery

Synergy Asset Management, LLC: FNDE position timeline

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

Synergy Asset Management, LLC held 34,633 FNDE 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 34,633 shares
    Change vs previous 13F +4,078 shares

    0.13% of the 13F portfolio, value $1,374,237.

    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 30,555 shares
    Change vs previous 13F +2,850 shares

    0.12% of the 13F portfolio, value $1,169,034.

    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 27,705 shares
    Change vs previous 13F -67,964 shares

    0.1% of the 13F portfolio, value $999,042.

    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 95,669 shares
    Change vs previous 13F +68,957 shares

    0.12% of the 13F portfolio, value $3,291,105.

    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 26,712 shares
    Change vs previous 13F +341 shares

    0.1% of the 13F portfolio, value $881,763.

    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 26,371 shares
    Change vs previous 13F -26,493 shares

    0.1% of the 13F portfolio, value $812,226.

    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 52,864 shares
    Change vs previous 13F +28,795 shares

    0.12% of the 13F portfolio, value $1,608,293.

    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).

  8. period ended2024-09-30
    13F 24,069 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $776,694.

    13F-HR 0001699080-24-000007 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).