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Disclosery

Synergy Asset Management, LLC: SBUX position timeline

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

Synergy Asset Management, LLC held 5,816 SBUX 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 5,816 shares
    Change vs previous 13F +2,054 shares

    0.06% of the 13F portfolio, value $594,337.

    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 3,762 shares
    Change vs previous 13F -41 shares

    0.04% of the 13F portfolio, value $337,038.

    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 3,803 shares
    Change vs previous 13F -11,403 shares

    0.03% of the 13F portfolio, value $320,251.

    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 15,206 shares
    Change vs previous 13F +11,351 shares

    0.05% of the 13F portfolio, value $1,340,630.

    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 3,855 shares
    Change vs previous 13F -129 shares

    0.04% of the 13F portfolio, value $353,234.

    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 3,984 shares
    Change vs previous 13F -2,388 shares

    0.05% of the 13F portfolio, value $390,790.

    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 6,372 shares
    Change vs previous 13F +4,109 shares

    0.05% of the 13F portfolio, value $599,373.

    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 2,263 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $220,647.

    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).