Synergy Asset Management, LLC

Position in BULL — Webull Corp

CIK 1699080 VANCOUVER, WA

Position in BULL

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$223,349

+$84,068 QoQ

Shares Held

34,256

+18.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#118

of 214 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Synergy Asset Management, LLC holds $1,120,438 across 3 Software - Application names. BULL ranks #3 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	2,712	$607,352
2	MSTR	Strategy Inc	3,333	$289,737
3	BULL	Webull Corp This page	34,256	$223,349

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,349	34,256	+18.1%	Shares	Sole	2026-07-22
2026-03-31	$139,281	29,017	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.