Synergy Asset Management, LLC

Position in WPM — Wheaton Precious Metals Corp.

CIK 1699080 VANCOUVER, WA

Position in WPM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$482,189

-$67,790 QoQ

Shares Held

4,293

+2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#525

of 849 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

Synergy Asset Management, LLC holds $1,738,108 across 5 Gold names. WPM ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OR	OR Royalties Inc.	17,880	$565,544
2	WPM	Wheaton Precious Metals Corp. This page	4,293	$482,189
3	NEM	NEWMONT Corp /DE/	2,738	$255,729
4	SSRM	Ssr Mining Inc.	8,133	$230,001
5	PAAS	Pan American Silver Corp	4,569	$204,645

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$482,189	4,293	+2.3%	Shares	Sole	2026-07-22
2026-03-31	$549,979	4,198	-1.3%	Shares	Sole	2026-05-13
2025-12-31	$499,930	4,254	-67.2%	Shares	Sole	2026-01-13
2025-09-30	$1,449,669	12,962	+197.7%	Shares	Sole	2025-10-21
2025-06-30	$390,989	4,354	+42.8%	Shares	Sole	2025-07-21
2025-03-31	$236,771	3,050	—	Shares	Sole	2025-04-22
No filing history on record for this holder in this stock.