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Syntegra Private Wealth Group, LLC: JPIE position timeline

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

Syntegra Private Wealth Group, LLC held 2,127,337 JPIE 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 2,127,337 shares
    Change vs previous 13F +465,312 shares

    7.34% of the 13F portfolio, value $95,496,165.

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

  2. period ended2026-06-30
    13F 1,662,025 shares
    Change vs previous 13F +558,206 shares

    5.93% of the 13F portfolio, value $76,536,258.

    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 1,103,819 shares
    Change vs previous 13F +21,838 shares

    4.83% of the 13F portfolio, value $50,852,959.

    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 1,081,981 shares
    Change vs previous 13F +36,641 shares

    4.6% of the 13F portfolio, value $50,084,889.

    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 1,045,340 shares
    Change vs previous 13F +49,282 shares

    4.57% of the 13F portfolio, value $48,514,209.

    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 996,058 shares
    Change vs previous 13F +10,964 shares

    4.71% of the 13F portfolio, value $46,137,424.

    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 985,094 shares
    Change vs previous 13F +60,493 shares

    5.31% of the 13F portfolio, value $45,383,300.

    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 924,601 shares
    Change vs previous 13F not available

    4.76% of the 13F portfolio, value $42,180,285.

    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).