Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001699080-26-000007
Filing Date
2026-07-22
Accepted
2026-07-22 11:53:08
Documents
2
Period of Report
2026-06-30
Effectiveness Date
2026-07-22

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2520
2 Q22026SPG13F sam13fq226.html INFORMATION TABLE  
2 Q22026SPG13F sam13fq226.xml INFORMATION TABLE 165978
  Complete submission text file 0001699080-26-000007.txt   169878
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.: 261192732