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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001699080-23-000005
Filing Date
2023-11-14
Accepted
2023-11-14 10:11:04
Documents
2
Period of Report
2023-09-30
Effectiveness Date
2023-11-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2017
2 SAM13F09302023.html INFORMATION TABLE  
2 SAM13F09302023.xml INFORMATION TABLE 69956
  Complete submission text file 0001699080-23-000005.txt   73253
Mailing Address 13231 SE 36TH STREET #215 BELLEVUE WA 98006
Business Address 13231 SE 36TH STREET #215 BELLEVUE WA 98006 206-386-5455
Synergy Asset Management, LLC (Filer) CIK: 0001699080 (see all company filings)

IRS No.: 912138969 | State of Incorp.: WA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-20757 | Film No.: 231402364