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Disclosery

Synergy Asset Management, LLC: IJR position timeline

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

Synergy Asset Management, LLC held 54,392 IJR 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 54,392 shares
    Change vs previous 13F +35,989 shares

    0.76% of the 13F portfolio, value $8,066,877.

    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 18,403 shares
    Change vs previous 13F +13,920 shares

    0.24% of the 13F portfolio, value $2,287,677.

    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 4,483 shares
    Change vs previous 13F -9,166 shares

    0.06% of the 13F portfolio, value $538,767.

    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 13,649 shares
    Change vs previous 13F +10,104 shares

    0.06% of the 13F portfolio, value $1,554,272.

    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 3,545 shares
    Change vs previous 13F +870 shares

    0.04% of the 13F portfolio, value $387,433.

    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 2,675 shares
    Change vs previous 13F -9,529 shares

    0.04% of the 13F portfolio, value $279,724.

    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 12,204 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,403,429.

    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).