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Syntegra Private Wealth Group, LLC: SPTM position timeline

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

Syntegra Private Wealth Group, LLC held 1,335,225 SPTM 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 1,335,225 shares
    Change vs previous 13F -25,509 shares

    9.45% of the 13F portfolio, value $122,907,468.

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

  2. period ended2026-06-30
    13F 1,360,734 shares
    Change vs previous 13F -51,713 shares

    9.57% of the 13F portfolio, value $123,541,024.

    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 1,412,447 shares
    Change vs previous 13F -56,787 shares

    10.61% of the 13F portfolio, value $111,668,051.

    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 1,469,234 shares
    Change vs previous 13F -38,366 shares

    11.13% of the 13F portfolio, value $121,211,817.

    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 1,507,600 shares
    Change vs previous 13F -40,292 shares

    11.46% of the 13F portfolio, value $121,587,903.

    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 1,547,892 shares
    Change vs previous 13F -40,258 shares

    11.83% of the 13F portfolio, value $115,921,622.

    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 1,588,150 shares
    Change vs previous 13F +47,196 shares

    12.63% of the 13F portfolio, value $108,010,050.

    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 1,540,954 shares
    Change vs previous 13F not available

    12.43% of the 13F portfolio, value $110,070,379.

    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).