Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002053786-25-000003
Filing Date
2025-04-30
Accepted
2025-04-29 17:58:22
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-04-30

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2042
2 03312025_13f.html INFORMATION TABLE  
2 03312025_13f.xml INFORMATION TABLE 318499
  Complete submission text file 0002053786-25-000003.txt   321749
Mailing Address 215 N WESTMONTE DRIVE ALTAMONTE SPRINGS FL 32714
Business Address 215 N WESTMONTE DRIVE ALTAMONTE SPRINGS FL 32714 321-203-4458
Synergy Investment Management, LLC (Filer) CIK: 0002053786 (see all company filings)

EIN.: 843687224 | State of Incorp.: FL | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24788 | Film No.: 25889791