Synergy Financial Management »

Advisors Inner Circle Fd Iii shares owned by Synergy Financial Management

Quarter-by-quarter ownership of Advisors Inner Circle Fd Iii (SAMM) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in Advisors Inner Circle Fd Iii

Tip: Access up to 7 years of quarterly data

All positions including Advisors Inner Circle Fd Iii held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Advisors Inner Circle Fd Iii by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $525k 16k 32.33