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Syntegra Private Wealth Group, LLC: IUSB position timeline

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

Syntegra Private Wealth Group, LLC held 14,620 IUSB 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 14,620 shares
    Change vs previous 13F +2,965 shares

    0.05% of the 13F portfolio, value $644,574.

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

  2. period ended2026-06-30
    13F 11,655 shares
    Change vs previous 13F +4,222 shares

    0.04% of the 13F portfolio, value $537,878.

    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 7,433 shares
    Change vs previous 13F +69 shares

    0.03% of the 13F portfolio, value $343,330.

    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 7,364 shares
    Change vs previous 13F +788 shares

    0.03% of the 13F portfolio, value $342,721.

    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 6,576 shares
    Change vs previous 13F -1,963 shares

    0.03% of the 13F portfolio, value $307,165.

    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 8,539 shares
    Change vs previous 13F -2,266 shares

    0.04% of the 13F portfolio, value $394,758.

    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).

  7. period ended2025-03-31
    13F 10,805 shares
    Change vs previous 13F -1,585 shares

    0.06% of the 13F portfolio, value $497,894.

    13F-HR 0001172661-25-001626 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).

  8. period ended2024-12-31
    13F 12,390 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $560,043.

    13F-HR 0001172661-25-000363 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).