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Disclosery

Synergy Asset Management, LLC: META position timeline

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

Synergy Asset Management, LLC held 51,048 META 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 51,048 shares
    Change vs previous 13F +7,840 shares

    2.71% of the 13F portfolio, value $28,754,827.

    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 43,208 shares
    Change vs previous 13F -4,186 shares

    2.63% of the 13F portfolio, value $24,720,593.

    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 47,394 shares
    Change vs previous 13F -94,345 shares

    3.25% of the 13F portfolio, value $31,284,305.

    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 141,739 shares
    Change vs previous 13F +104,610 shares

    3.78% of the 13F portfolio, value $104,365,785.

    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 37,129 shares
    Change vs previous 13F +3,674 shares

    3.13% of the 13F portfolio, value $27,404,544.

    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 33,455 shares
    Change vs previous 13F -32,477 shares

    2.43% of the 13F portfolio, value $19,282,123.

    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 65,932 shares
    Change vs previous 13F +34,991 shares

    2.99% of the 13F portfolio, value $38,679,934.

    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).

  8. period ended2024-09-30
    13F 30,941 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $17,711,928.

    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).