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Disclosery

Synergy Asset Management, LLC: IYW position timeline

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

Synergy Asset Management, LLC held 1,604 IYW 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 1,604 shares
    Change vs previous 13F -893 shares

    0.04% of the 13F portfolio, value $404,577.

    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 2,497 shares
    Change vs previous 13F +1,009 shares

    0.05% of the 13F portfolio, value $453,006.

    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 1,488 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $297,124.

    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).