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Syntegra Private Wealth Group, LLC: JEPI position timeline

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

Syntegra Private Wealth Group, LLC held 16,956 JEPI 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 16,956 shares
    Change vs previous 13F -1,767 shares

    0.07% of the 13F portfolio, value $953,264.

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

  2. period ended2026-06-30
    13F 18,723 shares
    Change vs previous 13F -377 shares

    0.08% of the 13F portfolio, value $1,057,473.

    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 19,100 shares
    Change vs previous 13F +103 shares

    0.1% of the 13F portfolio, value $1,082,586.

    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 18,997 shares
    Change vs previous 13F -474 shares

    0.1% of the 13F portfolio, value $1,087,386.

    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 19,471 shares
    Change vs previous 13F +271 shares

    0.1% of the 13F portfolio, value $1,111,820.

    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 19,200 shares
    Change vs previous 13F +1,662 shares

    0.11% of the 13F portfolio, value $1,091,504.

    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 17,538 shares
    Change vs previous 13F -709 shares

    0.12% of the 13F portfolio, value $1,002,149.

    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 18,247 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,049,751.

    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).