Synergy Asset Management, LLC
Position in HCSG — Healthcare Services Group Inc
CIK 1699080
VANCOUVER, WA
Position in HCSG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,636,457
+$134,371 QoQ
Shares Held
66,631
-17.7% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#101
of 272 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HCSG Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Synergy Asset Management, LLC holds $2,706,995 across 2 Medical Care Facilities names. HCSG ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCSG |
Healthcare Services Group Inc
This page
|
66,631 | $1,636,457 | |
| 2 | EHC |
Encompass Health Corp
|
10,591 | $1,070,538 |
All Filings in HCSG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,636,457 | 66,631 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,502,086 | 80,975 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,076,742 | 56,315 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,859,938 | 169,931 | Shares | Other | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||