Synergy Investment Management, LLC

Position in HNI — Hni Corp

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in HNI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$404

New position

Shares Held

10

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#263

of 274 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Synergy Investment Management, LLC holds $1,508 across 3 Furnishings, Fixtures & Appliances names. HNI ranks #2 (26.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SN	SharkNinja, Inc.	7	$1,065
2	HNI	Hni Corp This page	10	$404
3	WHR	Whirlpool Corp /De/	1	$39

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$404	10	—	Shares	Other	2026-08-14
No filing history on record for this holder in this stock.