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Syntegra Private Wealth Group, LLC: IBDU position timeline

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

Syntegra Private Wealth Group, LLC held 162,868 IBDU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 162,868 shares
    Change vs previous 13F -8,245 shares

    0.28% of the 13F portfolio, value $3,695,474.

    13F-HR 0001172661-26-004509 filed by Syntegra Private Wealth Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 171,113 shares
    Change vs previous 13F -5,395 shares

    0.31% of the 13F portfolio, value $3,962,977.

    13F-HR 0001172661-26-002632 filed by Syntegra Private Wealth 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 ended2026-03-31
    13F 176,508 shares
    Change vs previous 13F -4,957 shares

    0.39% of the 13F portfolio, value $4,105,576.

    13F-HR 0001172661-26-001544 filed by Syntegra Private Wealth 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 ended2025-12-31
    13F 181,465 shares
    Change vs previous 13F +22,673 shares

    0.39% of the 13F portfolio, value $4,247,188.

    13F-HR 0001172661-26-000592 filed by Syntegra Private Wealth 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 ended2025-09-30
    13F 158,792 shares
    Change vs previous 13F +43,647 shares

    0.35% of the 13F portfolio, value $3,726,848.

    13F-HR 0001172661-25-004297 filed by Syntegra Private Wealth 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 ended2025-06-30
    13F 115,145 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,686,333.

    13F-HR 0001172661-25-002793 filed by Syntegra Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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