Filer · Institutional
Synergy Investment Management,LLC
CIK 0002053786TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 6
Q1 202613F-HR
0002053786-26-000002 · filed 2026-05-15
911
positions
Q4 202513F-HR
0002053786-26-000001 · filed 2026-02-06
130
positions
Q3 202513F-HR
0002053786-25-000006 · filed 2025-11-07
128
positions
Q2 202513F-HR
0002053786-25-000004 · filed 2025-08-11
80
positions
Q1 202513F-HR
0002053786-25-000003 · filed 2025-04-30
598
positions
Q4 202413F-HR
0002053786-25-000001 · filed 2025-02-06
637
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.