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Disclosery

Synergy Asset Management, LLC: VEA position timeline

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

Synergy Asset Management, LLC held 30,650 VEA 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 30,650 shares
    Change vs previous 13F -8,253 shares

    0.21% of the 13F portfolio, value $2,183,813.

    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 38,903 shares
    Change vs previous 13F +3,979 shares

    0.26% of the 13F portfolio, value $2,492,904.

    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 34,924 shares
    Change vs previous 13F -86,647 shares

    0.23% of the 13F portfolio, value $2,181,702.

    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 121,571 shares
    Change vs previous 13F +85,295 shares

    0.26% of the 13F portfolio, value $7,073,408.

    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 36,276 shares
    Change vs previous 13F +28,369 shares

    0.24% of the 13F portfolio, value $2,068,095.

    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 7,907 shares
    Change vs previous 13F +7,747 shares

    0.05% of the 13F portfolio, value $401,912.

    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 160 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,450.

    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).