Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002053786-25-000004
Filing Date
2025-08-11
Accepted
2025-08-11 15:47:36
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-08-11

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1941
2 13FQ22025Synergy.html INFORMATION TABLE  
2 13FQ22025Synergy.xml INFORMATION TABLE 44102
  Complete submission text file 0002053786-25-000004.txt   47256
Mailing Address 215 N WESTMONTE DRIVE ALTAMONTE SPRINGS FL 32714
Business Address 215 N WESTMONTE DRIVE ALTAMONTE SPRINGS FL 32714 321-203-4458
Synergy Investment Management, LLC (Filer) CIK: 0002053786 (see all company filings)

EIN.: 843687224 | State of Incorp.: FL | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24788 | Film No.: 251201820