Williams & Novak, LLC SNYR β€” SYNERGY CHC CORP

Ownership history in Williams & Novak, LLC  Β·  1 quarter on record

AI Ownership Summary

Williams & Novak, LLC reported SYNERGY CHC CORP (SNYR) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows SNYR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SNYR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Williams & Novak, LLC's position in SYNERGY CHC CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SNYR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Williams & Novak, LLC held SNYR β€” position size vs. price
% of Fund (quarterly)    SNYR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 11,945 β€” β€” 0.01% $12K 2026-04-21 $0.46

🏒 Other funds also holding SNYR

As of 2026 Q1 β€” sorted by position size

SANDERS MORRIS HARRIS LLC 3Y 7Y 0.08%

FAQ About Williams & Novak, LLC and SNYR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Williams & Novak, LLC reported owning SNYR?

Williams & Novak, LLC reported SNYR across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported SNYR position in Williams & Novak, LLC's portfolio?

The largest reported portfolio weight for SNYR was 0.01% in 2026 Q1.

What is the latest reported SNYR position on this page?

The most recent filing on this page is 2026 Q1, when Williams & Novak, LLC reported 11,945 shares, equal to 0.01% of portfolio, with an estimated market value of $12K.

What does the chart on this SNYR ownership page compare?

The chart compares Williams & Novak, LLC's quarterly SNYR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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