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Disclosery

Synergy Asset Management, LLC: SW position timeline

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

Synergy Asset Management, LLC held 82,671 SW 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 82,671 shares
    Change vs previous 13F -11,814 shares

    0.36% of the 13F portfolio, value $3,824,360.

    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 94,485 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,765,227.

    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).