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Synergy Asset Management, LLC: GOOGL position timeline

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

Synergy Asset Management, LLC held 119,418 GOOGL 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 119,418 shares
    Change vs previous 13F +10,983 shares

    4.02% of the 13F portfolio, value $42,676,410.

    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 108,435 shares
    Change vs previous 13F -1,351 shares

    3.31% of the 13F portfolio, value $31,181,568.

    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 109,786 shares
    Change vs previous 13F -133,317 shares

    3.57% of the 13F portfolio, value $34,363,018.

    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 243,103 shares
    Change vs previous 13F +72,079 shares

    2.14% of the 13F portfolio, value $59,098,339.

    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 171,024 shares
    Change vs previous 13F -2,371 shares

    3.45% of the 13F portfolio, value $30,139,560.

    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 173,395 shares
    Change vs previous 13F -6,349 shares

    3.38% of the 13F portfolio, value $26,813,802.

    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 179,744 shares
    Change vs previous 13F +34,102 shares

    2.63% of the 13F portfolio, value $34,048,905.

    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 145,642 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $24,154,648.

    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).