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Manager record

Synergy Investment Management, LLC

Altamonte Springs, FL · CIK 2053786 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$413.37MReported 13F valueQ2 2026 · as filed
1,642Holdings listed
+35.2%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $165.9M$165.9MQ2 202582 holdingsQ3 2025: $261.8M$261.8MQ3 2025134 holdingsQ4 2025: $282.5M$282.5MQ4 2025129 holdingsQ1 2026: $305.7M$305.7MQ1 20262,562 holdingsQ2 2026: $413.4M$413.4MQ2 20261,642 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$413.37M · 1,642 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$305.75M · 2,562 holdings listed · View original SEC filing ↗
Feb 06 2026 13F-HR · period Q4 2025

$282.51M · 129 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$261.82M · 134 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$165.88M · 82 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology