Synergy Investment Management, LLC
Position in ALLE — Allegion plc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in ALLE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,479
+$1,703 QoQ
Shares Held
39
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#657
of 726 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALLE Over Time
Shares Held
Position Value (USD)
Position in Security & Protection Services
Industrials · as of Jun 30, 2026Synergy Investment Management, LLC holds $11,251 across 2 Security & Protection Services names. ALLE ranks #2 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NSSC |
Napco Security Technologies, Inc
|
152 | $5,772 | |
| 2 | ALLE |
Allegion plc
This page
|
39 | $5,479 |
All Filings in ALLE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,479 | 39 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,776 | 26 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $3,000 | 23 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,005 | 23 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||