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Disclosery

Synergy Asset Management, LLC: V position timeline

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

Synergy Asset Management, LLC held 91,511 V 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 91,511 shares
    Change vs previous 13F +22,580 shares

    2.96% of the 13F portfolio, value $31,396,509.

    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 68,931 shares
    Change vs previous 13F +50,456 shares

    2.21% of the 13F portfolio, value $20,833,705.

    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 18,475 shares
    Change vs previous 13F -31,637 shares

    0.67% of the 13F portfolio, value $6,479,367.

    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 50,112 shares
    Change vs previous 13F +49,317 shares

    0.62% of the 13F portfolio, value $17,128,970.

    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 795 shares
    Change vs previous 13F +127 shares

    0.03% of the 13F portfolio, value $282,265.

    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 668 shares
    Change vs previous 13F -85,222 shares

    0.03% of the 13F portfolio, value $234,107.

    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 85,890 shares
    Change vs previous 13F +7,023 shares

    1.85% of the 13F portfolio, value $23,892,526.

    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 78,867 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $21,684,495.

    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).