Synergy Asset Management, LLC: MMM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Synergy Asset Management, LLC on MMM, newest first. How the timeline and the estimate are built.
Synergy Asset Management, LLC held 2,020 MMM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 2,020 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $327,058.
13F-HR 0001699080-26-000007 filed by Synergy Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,020 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $293,365.
13F-HR 0001699080-26-000005 filed by Synergy Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,020 sharesChange vs previous 13F -1,889 shares
0.03% of the 13F portfolio, value $323,402.
13F-HR 0001699080-26-000002 filed by Synergy Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,909 sharesChange vs previous 13F -542 shares
0.02% of the 13F portfolio, value $606,599.
13F-HR 0001699080-25-000007 filed by Synergy Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,451 sharesChange vs previous 13F -61 shares
0.08% of the 13F portfolio, value $677,620.
13F-HR 0001699080-25-000006 filed by Synergy Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,512 sharesChange vs previous 13F +2,486 shares
0.08% of the 13F portfolio, value $662,632.
13F-HR 0001699080-25-000004 filed by Synergy Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,026 sharesChange vs previous 13F -79 shares
0.02% of the 13F portfolio, value $262,772.
13F-HR 0001699080-25-000002 filed by Synergy Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,105 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $287,754.
13F-HR 0001699080-24-000007 filed by Synergy Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).