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Disclosery

Synergy Asset Management, LLC: FSEC position timeline

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

Synergy Asset Management, LLC held 14,101 FSEC 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 14,101 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $618,188.

    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 ยง4.2).