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Synergy Asset Management, LLC: NVDA position timeline

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

Synergy Asset Management, LLC held 326,910 NVDA 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 326,910 shares
    Change vs previous 13F +41,894 shares

    6.17% of the 13F portfolio, value $65,411,422.

    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 285,016 shares
    Change vs previous 13F -62,588 shares

    5.28% of the 13F portfolio, value $49,706,790.

    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 347,604 shares
    Change vs previous 13F -702,684 shares

    6.74% of the 13F portfolio, value $64,828,146.

    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 1,050,288 shares
    Change vs previous 13F +773,659 shares

    6.52% of the 13F portfolio, value $180,145,089.

    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 276,629 shares
    Change vs previous 13F -17,861 shares

    5% of the 13F portfolio, value $43,704,616.

    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 294,490 shares
    Change vs previous 13F -274,208 shares

    4.02% of the 13F portfolio, value $31,916,826.

    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 568,698 shares
    Change vs previous 13F +298,218 shares

    5.73% of the 13F portfolio, value $74,093,625.

    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 270,480 shares
    Change vs previous 13F not available

    5% of the 13F portfolio, value $32,847,094.

    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).