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Synergy Asset Management, LLC: QMAR position timeline

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

Synergy Asset Management, LLC held 32,060 QMAR 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 32,060 shares
    Change vs previous 13F -9,316 shares

    0.11% of the 13F portfolio, value $1,193,754.

    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 41,376 shares
    Change vs previous 13F -5,921 shares

    0.15% of the 13F portfolio, value $1,391,061.

    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 47,297 shares
    Change vs previous 13F -96,579 shares

    0.16% of the 13F portfolio, value $1,560,872.

    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 143,876 shares
    Change vs previous 13F +96,316 shares

    0.16% of the 13F portfolio, value $4,516,756.

    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 47,560 shares
    Change vs previous 13F -485 shares

    0.17% of the 13F portfolio, value $1,473,884.

    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 48,045 shares
    Change vs previous 13F +31,304 shares

    0.17% of the 13F portfolio, value $1,359,193.

    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 16,741 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $497,981.

    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).