Skip to content
Disclosery

Synergy Asset Management, LLC: IWX position timeline

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

Synergy Asset Management, LLC held 2,285 IWX 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 2,285 shares
    Change vs previous 13F -814 shares

    0.02% of the 13F portfolio, value $240,291.

    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 3,099 shares
    Change vs previous 13F -46 shares

    0.03% of the 13F portfolio, value $287,184.

    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 3,145 shares
    Change vs previous 13F -208 shares

    0.03% of the 13F portfolio, value $288,900.

    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 3,353 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $294,662.

    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).