Synergy Financial Management, LLC
Holdings in HODL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $296,858 | 12,004 | Shares | Sole | 2026-01-13 |
| 2025-09-30 | $1,165,707 | 36,012 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $365,761 | 12,004 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $279,813 | 12,004 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $79,308 | 3,001 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $53,890 | 3,001 | Shares | Sole | 2024-10-15 |
| 2024-06-30 | $50,919 | 3,001 | Shares | Sole | 2024-08-05 |