Synergy Investment Management, LLC SEC EDGAR Filings (CIK 0002053786)

SEC EDGAR filings, ownership reports, and insider transactions for Synergy Investment Management, LLC.

Business address
215 N Westmonte Drive, Altamonte Springs, FL, 32714
Top securities (13F)
VOO, VUG, IVV, DYNF, SPYV, SPYG, IEMG, OEF, SPTI, SPHQ, UCON, CGDV, BAI, BINC, IAU, SPTS, SPMO, EFV, FAD, and THRO
State of incorporation
FL
Fiscal year end
31 December
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Synergy Investment Management, LLC has filed 6 SEC EDGAR filings since 06 Feb 2025

Latest Filings

Recent SEC filings for Synergy Investment Management, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2026 31 Dec 2025 028-24788
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Nov 2025 30 Sep 2025 028-24788
N-PX Open N-PX document View SEC filing for N-PX 29 Aug 2025 30 Jun 2025 028-24788
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2025 30 Jun 2025 028-24788
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2025 31 Mar 2025 028-24788
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2025 31 Dec 2024 028-24788

About this filer

Synergy Investment Management, LLC files with the SEC under CIK 0002053786. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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