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Cynosure Group, LLC: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cynosure Group, LLC on WFC, newest first. How the timeline and the estimate are built.

Cynosure Group, LLC held 51,198 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,198 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $4,231,030.

    13F-HR 0001172661-26-003081 filed by Cynosure Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 51,198 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $4,075,900.

    13F-HR 0001172661-26-001816 filed by Cynosure Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 51,198 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $4,771,685.

    13F-HR 0001172661-26-000808 filed by Cynosure Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 51,198 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $4,291,445.

    13F-HR/A 0001172661-25-004766 filed by Cynosure Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 51,198 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $4,102,011.

    13F-HR 0001172661-25-003073 filed by Cynosure Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 51,198 shares
    Change vs previous 13F -51,198 shares

    0.51% of the 13F portfolio, value $3,675,529.

    13F-HR 0001172661-25-001652 filed by Cynosure Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 102,396 shares
    Change vs previous 13F -4,762 shares

    1.07% of the 13F portfolio, value $7,192,342.

    13F-HR 0001172661-25-000700 filed by Cynosure Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 107,158 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $6,053,309.

    13F-HR 0001172661-24-004662 filed by Cynosure Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).