Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001699080-24-000006
Filing Date
2024-08-05
Accepted
2024-08-05 15:17:26
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-08-05

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2051
2 13F_Q2_SAM.html INFORMATION TABLE  
2 13F_Q2_SAM.xml INFORMATION TABLE 74476
  Complete submission text file 0001699080-24-000006.txt   77888
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.: 241174434