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Syntegra Private Wealth Group, LLC: JEPQ position timeline

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

Syntegra Private Wealth Group, LLC held 10,572 JEPQ 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 10,572 shares
    Change vs previous 13F -903 shares

    0.05% of the 13F portfolio, value $647,614.

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

  2. period ended2026-06-30
    13F 11,475 shares
    Change vs previous 13F +892 shares

    0.05% of the 13F portfolio, value $705,227.

    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 10,583 shares
    Change vs previous 13F -182 shares

    0.06% of the 13F portfolio, value $587,544.

    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 10,765 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $625,636.

    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 10,765 shares
    Change vs previous 13F +1,085 shares

    0.06% of the 13F portfolio, value $619,178.

    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 9,680 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $526,568.

    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).