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Disclosery

Synergy Asset Management, LLC: TSLA position timeline

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

Synergy Asset Management, LLC held 34,729 TSLA 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 34,729 shares
    Change vs previous 13F +4,085 shares

    1.38% of the 13F portfolio, value $14,607,017.

    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 30,644 shares
    Change vs previous 13F -1,533 shares

    1.21% of the 13F portfolio, value $11,391,907.

    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 32,177 shares
    Change vs previous 13F -171,469 shares

    1.5% of the 13F portfolio, value $14,470,640.

    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 203,646 shares
    Change vs previous 13F +113,997 shares

    2.45% of the 13F portfolio, value $67,783,844.

    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 89,649 shares
    Change vs previous 13F +30,609 shares

    3.26% of the 13F portfolio, value $28,477,901.

    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 59,040 shares
    Change vs previous 13F -24,954 shares

    1.93% of the 13F portfolio, value $15,300,805.

    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 83,994 shares
    Change vs previous 13F +62,714 shares

    2.27% of the 13F portfolio, value $29,353,651.

    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 21,280 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $5,567,486.

    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).