Skip to content
Disclosery

Synergy Asset Management, LLC: PSLV position timeline

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

Synergy Asset Management, LLC held 51,807 PSLV 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 51,807 shares
    Change vs previous 13F -1,940 shares

    0.09% of the 13F portfolio, value $977,598.

    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 53,747 shares
    Change vs previous 13F -8,239 shares

    0.14% of the 13F portfolio, value $1,310,889.

    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 61,986 shares
    Change vs previous 13F -38,524 shares

    0.15% of the 13F portfolio, value $1,465,969.

    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 100,510 shares
    Change vs previous 13F +70,654 shares

    0.05% of the 13F portfolio, value $1,371,402.

    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 29,856 shares
    Change vs previous 13F +250 shares

    0.04% of the 13F portfolio, value $365,437.

    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 29,606 shares
    Change vs previous 13F +2,503 shares

    0.04% of the 13F portfolio, value $343,429.

    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 27,103 shares
    Change vs previous 13F +14,006 shares

    0.02% of the 13F portfolio, value $274,963.

    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 13,097 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $136,864.

    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).