Synergy Investment Management, LLC

Position in META — Meta Platforms, Inc.

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in META

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

Position Value

$1,149,672

+$304,638 QoQ

Shares Held

2,041

+38.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

#3,270

of 5,003 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Communication Services · as of Jun 30, 2026

Synergy Investment Management, LLC holds $4,847,735 across 6 Internet Content & Information names. META ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GOOGL	Alphabet Inc.	10,277	$3,652,205
2	META	Meta Platforms, Inc. This page	2,041	$1,149,672
3	NBIS	Nebius Group N.V.	93	$25,683
4	SPOT	Spotify Technology S.A.	29	$13,314
5	MTCH	Match Group, Inc.	177	$6,734
6	MOMO	Hello Group Inc.	22	$127

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,149,672	2,041	+38.2%	Shares	Sole	2026-08-14
2026-03-31	$845,034	1,477	+5.9%	Shares	Sole	2026-05-15
2025-12-31	$920,825	1,395	+0.3%	Shares	Sole	2026-02-06
2025-09-30	$1,021,522	1,391	0.0%	Shares	Sole	2025-11-07
2025-06-30	$1,026,683	1,391	-1.6%	Shares	Sole	2025-08-11
2025-03-31	$814,973	1,414	+0.4%	Shares	Sole	2025-04-30
2024-12-31	$824,983	1,409	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.