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Disclosery

Synergy Asset Management, LLC: INVA position timeline

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

Synergy Asset Management, LLC held 81,077 INVA 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 81,077 shares
    Change vs previous 13F +4,737 shares

    0.17% of the 13F portfolio, value $1,841,259.

    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 76,340 shares
    Change vs previous 13F +1,981 shares

    0.19% of the 13F portfolio, value $1,778,722.

    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 74,359 shares
    Change vs previous 13F -27,100 shares

    0.15% of the 13F portfolio, value $1,486,436.

    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 101,459 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,851,627.

    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).