Synergy Investment Management, LLC
Position in SMG — Scotts Miracle-Gro Co
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in SMG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,225
+$496 QoQ
Shares Held
18
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#425
of 460 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in SMG Over Time
Shares Held
Position Value (USD)
Position in Agricultural Inputs
Basic Materials · as of Jun 30, 2026Synergy Investment Management, LLC holds $11,714 across 2 Agricultural Inputs names. SMG ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MOS |
Mosaic Co
|
495 | $10,489 | |
| 2 | SMG |
Scotts Miracle-Gro Co
This page
|
18 | $1,225 |
All Filings in SMG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,225 | 18 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $729 | 12 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $658 | 12 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $796 | 12 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||