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Disclosery

Synergy Asset Management, LLC: SPMO position timeline

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

Synergy Asset Management, LLC held 31,245 SPMO 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 31,245 shares
    Change vs previous 13F +27,274 shares

    0.48% of the 13F portfolio, value $5,047,317.

    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 3,971 shares
    Change vs previous 13F +68 shares

    0.05% of the 13F portfolio, value $445,189.

    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 3,903 shares
    Change vs previous 13F -15,802 shares

    0.05% of the 13F portfolio, value $465,706.

    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 19,705 shares
    Change vs previous 13F +13,151 shares

    0.08% of the 13F portfolio, value $2,272,889.

    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 6,554 shares
    Change vs previous 13F +1,244 shares

    0.08% of the 13F portfolio, value $737,128.

    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 5,310 shares
    Change vs previous 13F -6,817 shares

    0.06% of the 13F portfolio, value $491,334.

    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 12,127 shares
    Change vs previous 13F +6,087 shares

    0.09% of the 13F portfolio, value $1,129,082.

    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 6,040 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $547,470.

    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).