Position in CDE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$345,311
-$279,847 QoQ
Shares Held
18,397
-44.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDE Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Synergy Asset Management, LLC holds $1,738,108 across 5 Gold names.
All Filings in CDE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $345,311 | 18,397 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $625,158 | 33,324 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $125,475 | 14,162 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $113,439 | 19,162 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||