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Syntegra Private Wealth Group, LLC: SRE position timeline

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

Syntegra Private Wealth Group, LLC held 5,449 SRE 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 5,449 shares
    Change vs previous 13F +21 shares

    0.03% of the 13F portfolio, value $424,786.

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

  2. period ended2026-06-30
    13F 5,428 shares
    Change vs previous 13F +31 shares

    0.04% of the 13F portfolio, value $503,229.

    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 5,397 shares
    Change vs previous 13F -220 shares

    0.05% of the 13F portfolio, value $524,465.

    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 5,617 shares
    Change vs previous 13F +6 shares

    0.05% of the 13F portfolio, value $495,900.

    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 5,611 shares
    Change vs previous 13F +17 shares

    0.05% of the 13F portfolio, value $504,885.

    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 5,594 shares
    Change vs previous 13F +88 shares

    0.04% of the 13F portfolio, value $423,870.

    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 5,506 shares
    Change vs previous 13F +102 shares

    0.05% of the 13F portfolio, value $392,918.

    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 5,404 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $474,013.

    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).