Skip to content
Disclosery

Synergy Asset Management, LLC: MA position timeline

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

Synergy Asset Management, LLC held 0 MA shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -421 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 421 shares
    Change vs previous 13F -21,734 shares

    0.02% of the 13F portfolio, value $240,340.

    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).

  3. period ended2025-09-30
    13F 22,155 shares
    Change vs previous 13F +12,225 shares

    0.45% of the 13F portfolio, value $12,465,547.

    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).

  4. period ended2025-06-30
    13F 9,930 shares
    Change vs previous 13F +389 shares

    0.64% of the 13F portfolio, value $5,580,064.

    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).

  5. period ended2025-03-31
    13F 9,541 shares
    Change vs previous 13F -9,831 shares

    0.66% of the 13F portfolio, value $5,229,612.

    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).

  6. period ended2024-12-31
    13F 19,372 shares
    Change vs previous 13F +9,762 shares

    0.76% of the 13F portfolio, value $9,845,100.

    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).

  7. period ended2024-09-30
    13F 9,610 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $4,745,432.

    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).