Skip to content
Disclosery

Synergy Asset Management, LLC: MU position timeline

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

Synergy Asset Management, LLC held 22,114 MU 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 22,114 shares
    Change vs previous 13F -2,607 shares

    2.41% of the 13F portfolio, value $25,525,969.

    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 24,721 shares
    Change vs previous 13F -2,146 shares

    0.89% of the 13F portfolio, value $8,351,743.

    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 26,867 shares
    Change vs previous 13F -60,621 shares

    0.8% of the 13F portfolio, value $7,668,110.

    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 87,488 shares
    Change vs previous 13F +87,488 shares

    0.53% of the 13F portfolio, value $14,638,493.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -10,838 shares

    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).

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

  6. period ended2024-12-31
    13F 10,838 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $947,465.

    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).