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Disclosery

Synergy Asset Management, LLC: FTSM position timeline

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

Synergy Asset Management, LLC held 54,574 FTSM 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 54,574 shares
    Change vs previous 13F -75,940 shares

    0.31% of the 13F portfolio, value $3,259,705.

    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 130,514 shares
    Change vs previous 13F +74,216 shares

    0.83% of the 13F portfolio, value $7,802,127.

    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 56,298 shares
    Change vs previous 13F -94,529 shares

    0.35% of the 13F portfolio, value $3,373,939.

    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 150,827 shares
    Change vs previous 13F +97,749 shares

    0.33% of the 13F portfolio, value $9,031,800.

    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 53,078 shares
    Change vs previous 13F -60,985 shares

    0.36% of the 13F portfolio, value $3,177,780.

    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 114,063 shares
    Change vs previous 13F -133,234 shares

    0.86% of the 13F portfolio, value $6,825,529.

    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 247,297 shares
    Change vs previous 13F +107,244 shares

    1.14% of the 13F portfolio, value $14,798,143.

    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 140,053 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $8,384,952.

    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).