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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001699080-24-000003
Filing Date
2024-04-18
Accepted
2024-04-18 16:22:26
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-04-18

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1969
2 q1sam13f.html INFORMATION TABLE  
2 q1sam13f.xml INFORMATION TABLE 68195
  Complete submission text file 0001699080-24-000003.txt   71470
Mailing Address 13231 SE 36TH STREET #215 BELLEVUE WA 98006
Business Address 13231 SE 36TH STREET #215 BELLEVUE WA 98006 206-386-5455
Synergy Asset Management, LLC (Filer) CIK: 0001699080 (see all company filings)

IRS No.: 912138969 | State of Incorp.: WA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-20757 | Film No.: 24854567