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
- period ended2026-06-3013F 32,060 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 41,376 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 47,297 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 143,876 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 47,560 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 48,045 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,741 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).