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Disclosery

Synergy Asset Management, LLC: HODL position timeline

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

Synergy Asset Management, LLC held 12,004 HODL 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 12,004 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $199,386.

    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 12,004 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $229,997.

    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 12,004 shares
    Change vs previous 13F -24,008 shares

    0.03% of the 13F portfolio, value $296,859.

    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 36,012 shares
    Change vs previous 13F +24,008 shares

    0.04% of the 13F portfolio, value $1,120,093.

    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 12,004 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $365,762.

    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 12,004 shares
    Change vs previous 13F +6,002 shares

    0.04% of the 13F portfolio, value $279,813.

    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 6,002 shares
    Change vs previous 13F +3,001 shares

    0.04% of the 13F portfolio, value $546,332.

    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 3,001 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $215,562.

    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).