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Disclosery

Synergy Asset Management, LLC: GDX position timeline

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

Synergy Asset Management, LLC held 10,875 GDX 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 10,875 shares
    Change vs previous 13F -283 shares

    0.08% of the 13F portfolio, value $820,519.

    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 11,158 shares
    Change vs previous 13F +390 shares

    0.11% of the 13F portfolio, value $1,023,970.

    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 10,768 shares
    Change vs previous 13F -20,597 shares

    0.1% of the 13F portfolio, value $923,571.

    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 31,365 shares
    Change vs previous 13F +20,906 shares

    0.07% of the 13F portfolio, value $1,887,143.

    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 10,459 shares
    Change vs previous 13F +1,975 shares

    0.06% of the 13F portfolio, value $544,496.

    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 8,484 shares
    Change vs previous 13F +5,245 shares

    0.05% of the 13F portfolio, value $390,009.

    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 3,239 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $128,977.

    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).