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Disclosery

Synergy Asset Management, LLC: VEU position timeline

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

Synergy Asset Management, LLC held 41,109 VEU 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 41,109 shares
    Change vs previous 13F +5,671 shares

    0.32% of the 13F portfolio, value $3,442,879.

    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 35,438 shares
    Change vs previous 13F +6,927 shares

    0.28% of the 13F portfolio, value $2,661,394.

    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 28,511 shares
    Change vs previous 13F -73,987 shares

    0.22% of the 13F portfolio, value $2,097,269.

    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 102,498 shares
    Change vs previous 13F +73,499 shares

    0.26% of the 13F portfolio, value $7,074,591.

    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 28,999 shares
    Change vs previous 13F -446 shares

    0.22% of the 13F portfolio, value $1,949,313.

    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 29,445 shares
    Change vs previous 13F -18,149 shares

    0.23% of the 13F portfolio, value $1,786,133.

    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 47,594 shares
    Change vs previous 13F +26,326 shares

    0.22% of the 13F portfolio, value $2,845,740.

    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 21,268 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,339,893.

    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).