Synergy Investment Management, LLCETFDiversified active

CIK: 0002053786 | ALTAMONTE SPRINGS, FL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	1642	$413.4M	2026-08-14	SEC ↗
Q1 2026	13F-HR	2562	$305.7M	2026-05-15	SEC ↗
Q4 2025	13F-HR	130	$282.5M	2026-02-06	SEC ↗
Q3 2025	13F-HR	134	$261.8M	2025-11-07	SEC ↗
Q2 2025	13F-HR	82	$165.9M	2025-08-11	SEC ↗
Q1 2025	13F-HR	600	$239.5M	2025-04-30	SEC ↗
Q4 2024	13F-HR	639	$232.5M	2025-02-06	SEC ↗