Synergy Financial Management, LLC
Holdings in SON
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,126,642 | 94,561 | Shares | Sole | 2026-01-13 |
| 2024-12-31 | $268,919 | 5,505 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $3,346,032 | 61,249 | Shares | Sole | 2024-10-15 |
| 2023-09-30 | $3,407,364 | 62,693 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $5,089,175 | 86,228 | Shares | Sole | 2023-08-02 |