Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001699080-26-000005
Filing Date
2026-05-13
Accepted
2026-05-13 12:40:29
Documents
2
Period of Report
2026-03-31
Effectiveness Date
2026-05-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2480
2 update_sam13fq126.html INFORMATION TABLE  
2 update_sam13fq126.xml INFORMATION TABLE 141902
  Complete submission text file 0001699080-26-000005.txt   145742
Mailing Address 13215 SE MILL PLAIN BLVD SUITE C8-321 VANCOUVER WA 98684
Business Address 13215 SE MILL PLAIN BLVD SUITE C8-321 VANCOUVER WA 98684 206-386-5455
Synergy Asset Management, LLC (Filer) CIK: 0001699080 (see all company filings)

EIN.: 912138969 | State of Incorp.: WA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-20757 | Film No.: 26972187