Skip to content
Disclosery

Synergy Asset Management, LLC: MUX position timeline

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

Synergy Asset Management, LLC held 803,122 MUX 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 803,122 shares
    Change vs previous 13F +193,005 shares

    1.37% of the 13F portfolio, value $14,560,602.

    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 610,117 shares
    Change vs previous 13F -121,743 shares

    1.32% of the 13F portfolio, value $12,458,589.

    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 731,860 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $13,546,729.

    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).