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Disclosery

Synergy Asset Management, LLC: VTI position timeline

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

Synergy Asset Management, LLC held 43,479 VTI 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 43,479 shares
    Change vs previous 13F +3,117 shares

    1.52% of the 13F portfolio, value $16,088,969.

    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 40,362 shares
    Change vs previous 13F +4,541 shares

    1.38% of the 13F portfolio, value $12,948,533.

    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 35,821 shares
    Change vs previous 13F -88,877 shares

    1.25% of the 13F portfolio, value $12,009,707.

    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 124,698 shares
    Change vs previous 13F +88,967 shares

    1.42% of the 13F portfolio, value $39,189,905.

    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 35,731 shares
    Change vs previous 13F +6,472 shares

    1.24% of the 13F portfolio, value $10,859,723.

    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 29,259 shares
    Change vs previous 13F -23,077 shares

    1.01% of the 13F portfolio, value $8,041,543.

    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 52,336 shares
    Change vs previous 13F +28,803 shares

    1.16% of the 13F portfolio, value $14,995,257.

    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 23,533 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $6,663,702.

    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).