Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001699080-25-000004
Filing Date
2025-04-22
Accepted
2025-04-22 13:51:45
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-04-22

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2050
2 Q1 25 13F SYNERGY syn13fq125.html INFORMATION TABLE  
2 Q1 25 13F SYNERGY syn13fq125.xml INFORMATION TABLE 91221
  Complete submission text file 0001699080-25-000004.txt   94655
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.: 25856854