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Synergy Asset Management, LLCGrowthConcentrated trader

CIK: 0001699080 | VANCOUVER, WA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR274$1.1B2026-07-22SEC ↗
Q1 2026
13F-HR252$941.7M2026-05-13SEC ↗
Q4 2025
13F-HR227$961.6M2026-01-13SEC ↗
Q3 2025
13F-HR621$2.2B2025-10-21SEC ↗
Q2 2025
13F-HR185$874.3M2025-07-21SEC ↗
Q1 2025
13F-HR171$793.1M2025-04-22SEC ↗
Q4 2024
13F-HR987$1.3B2025-01-23SEC ↗
Q3 2024
13F-HR140$657.4M2024-10-15SEC ↗
Q2 2024
13F-HR140$638.6M2024-08-05SEC ↗
Q1 2024
13F-HR128$588.8M2024-04-18SEC ↗
Q4 2023
13F-HR140$558.3M2024-01-19SEC ↗
Q3 2023
13F-HR129$504.4M2023-11-14SEC ↗
Q2 2023
13F-HR167$404.1M2023-08-02SEC ↗
Q1 2023
13F-HR216$417.8M2023-05-15SEC ↗
Q4 2022
13F-HR205$390.4M2023-02-10SEC ↗
Q3 2022
13F-HR207$31.0M2022-11-09SEC ↗
Q2 2022
13F-HR182$19.4M2022-08-08SEC ↗
Q1 2022
13F-HR182$18.1M2022-05-05SEC ↗
Q4 2021
13F-HR206$18.5M2022-02-04SEC ↗
Q3 2021
13F-HR178$15.9M2021-11-10SEC ↗
Q2 2021
13F-HR184$24.8M2021-08-12SEC ↗
Q1 2021
13F-HR164$31.7M2021-05-17SEC ↗
Q4 2020
13F-HR134$38.4M2021-02-12SEC ↗