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Disclosery

Synergy Asset Management, LLC: QMMY position timeline

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

Synergy Asset Management, LLC held 18,541 QMMY 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 18,541 shares
    Change vs previous 13F +286 shares

    0.05% of the 13F portfolio, value $491,151.

    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 18,255 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $453,328.

    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 18,255 shares
    Change vs previous 13F -36,510 shares

    0.05% of the 13F portfolio, value $457,054.

    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 54,765 shares
    Change vs previous 13F +36,510 shares

    0.05% of the 13F portfolio, value $1,304,685.

    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 18,255 shares
    Change vs previous 13F -7,450 shares

    0.05% of the 13F portfolio, value $428,810.

    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 25,705 shares
    Change vs previous 13F -1,335 shares

    0.07% of the 13F portfolio, value $534,664.

    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 27,040 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $584,518.

    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).