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Disclosery

Synergy Asset Management, LLC: SBRA position timeline

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

Synergy Asset Management, LLC held 22,412 SBRA 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 22,412 shares
    Change vs previous 13F +2,426 shares

    0.04% of the 13F portfolio, value $437,258.

    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 19,986 shares
    Change vs previous 13F +2,541 shares

    0.04% of the 13F portfolio, value $384,331.

    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 17,445 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $330,408.

    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).