Synergy Investment Management, LLC quarter change: USA Preferred Shares, Added
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Synergy Investment Management, LLC opened 1 positions, added to 1, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was FPEI (+$233,258); the largest decrease was PFFD (+$4,200).
- FPEI: Country of operation —; Class INSTL PFD SECS; Shares 2026-03-31 9,551; Shares 2026-06-30 21,501.
Two Form 13F-HR filings compared (SEC CIK 2053786): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Investidor Profissional Gestao de Recursos Ltda. | Brazil | $0.306B | 27 |
| Global Financial Private Client, LLC | United States | $0.306B | 350 |
| Planned Solutions, Inc. | United States | $0.306B | 139 |
| RPD Fund Management LLC | United States | $0.306B | 11 |
| Aster Capital Management (DIFC) Ltd | United Arab Emirates | $0.306B | 809 |
| FEARNLEY ASSET MANAGEMENT AS | Norway | $0.306B | 19 |
| Eaton Financial Holdings Company, LLC | United States | $0.305B | 125 |
| Lifestyle Asset Management, Inc. | United States | $0.306B | 134 |
| Sunpointe, LLC | United States | $0.305B | 266 |
| Medallion Wealth Advisors, LLC | United States | $0.306B | 12,534 |