Filer · Institutional
Synergy Asset Management,LLC
CIK 0001699080TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001699080-26-000005 · filed 2026-05-13
0
positions
Q4 202513F-HR
0001699080-26-000002 · filed 2026-01-13
0
positions
Q3 202513F-HR
0001699080-25-000007 · filed 2025-10-21
0
positions
Q2 202513F-HR
0001699080-25-000006 · filed 2025-07-21
0
positions
Q1 202513F-HR
0001699080-25-000004 · filed 2025-04-22
0
positions
Q4 202413F-HR
0001699080-25-000002 · filed 2025-01-23
0
positions
Q3 202413F-HR
0001699080-24-000007 · filed 2024-10-15
0
positions
Q2 202413F-HR
0001699080-24-000006 · filed 2024-08-05
140
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.