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Synergy Asset Management, LLC

Position in USAR — USA Rare Earth, Inc.

CIK 1699080 VANCOUVER, WA

Position in USAR

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$211,548
New position
Shares Held
9,803
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#238
of 386 holders
Holding Since
Jun 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, 2026

Synergy Asset Management, LLC holds $211,548 across 1 Other Industrial Metals & Mining name. USAR ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USAR
USA Rare Earth, Inc.
This page
9,803 $211,548

All Filings in USAR

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $211,548 9,803