Synergy Investment Management, LLC
Position in EDV — Vanguard World Funds Extended Duration ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in EDV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,423
+$30 QoQ
Shares Held
237
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#74
of 83 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EDV Over Time
Shares Held
Position Value (USD)
All Filings in EDV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,423 | 237 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,393 | 237 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $16,853 | 237 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $16,049 | 237 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||