Synergy Investment Management, LLC

Business address
215 N Westmonte Drive, Altamonte Springs, FL, 32714
Top securities (13F)
VOO, VUG, IVV, DYNF, SPYG, SPHQ, SPTI, SPYV, IEMG, OEF, CGDV, UCON, SPTS, BAI, BINC, IAU, FAD, AUSF, SPLG, and EFV
State of incorporation
FL
Fiscal year end
31 December
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Synergy Investment Management, LLC has filed 5 SEC EDGAR filings since 06 Feb 2025

Latest Filings

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