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Disclosery

Synergy Asset Management, LLC: IAGG position timeline

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

Synergy Asset Management, LLC held 48,206 IAGG 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 48,206 shares
    Change vs previous 13F +1,733 shares

    0.23% of the 13F portfolio, value $2,439,224.

    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 46,473 shares
    Change vs previous 13F +6,188 shares

    0.25% of the 13F portfolio, value $2,325,509.

    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 40,285 shares
    Change vs previous 13F -90,060 shares

    0.21% of the 13F portfolio, value $2,014,653.

    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 130,345 shares
    Change vs previous 13F +92,913 shares

    0.24% of the 13F portfolio, value $6,667,094.

    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 37,432 shares
    Change vs previous 13F +3,060 shares

    0.22% of the 13F portfolio, value $1,912,401.

    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 34,372 shares
    Change vs previous 13F -30,706 shares

    0.22% of the 13F portfolio, value $1,718,256.

    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 65,078 shares
    Change vs previous 13F +34,715 shares

    0.26% of the 13F portfolio, value $3,307,793.

    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 30,363 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,573,432.

    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).