Position in MP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$312,000
New position
Shares Held
6,465
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Synergy Asset Management, LLC holds $211,548 across 1 Other Industrial Metals & Mining name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USAR |
USA Rare Earth, Inc.
|
9,803 | $211,548 |
All Filings in MP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $312,000 | 6,465 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||