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Disclosery

Synergy Asset Management, LLC: GILD position timeline

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

Synergy Asset Management, LLC held 0 GILD shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,661 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,661 shares
    Change vs previous 13F -8,187 shares

    0.02% of the 13F portfolio, value $203,871.

    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).

  3. period ended2025-09-30
    13F 9,848 shares
    Change vs previous 13F +4,924 shares

    0.04% of the 13F portfolio, value $1,211,304.

    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).

  4. period ended2025-06-30
    13F 4,924 shares
    Change vs previous 13F -101,576 shares

    0.06% of the 13F portfolio, value $545,924.

    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).

  5. period ended2025-03-31
    13F 106,500 shares
    Change vs previous 13F -85,305 shares

    1.5% of the 13F portfolio, value $11,933,325.

    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).

  6. period ended2024-12-31
    13F 191,805 shares
    Change vs previous 13F +152,788 shares

    1.34% of the 13F portfolio, value $17,309,346.

    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).

  7. period ended2024-09-30
    13F 39,017 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,271,185.

    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).