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Syntegra Private Wealth Group, LLC: USMV position timeline

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

Syntegra Private Wealth Group, LLC held 147,233 USMV 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 147,233 shares
    Change vs previous 13F -2,182 shares

    1.1% of the 13F portfolio, value $14,346,347.

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

  2. period ended2026-06-30
    13F 149,415 shares
    Change vs previous 13F -5,742 shares

    1.12% of the 13F portfolio, value $14,412,581.

    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 155,157 shares
    Change vs previous 13F -31,222 shares

    1.37% of the 13F portfolio, value $14,389,270.

    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 186,379 shares
    Change vs previous 13F -4,945 shares

    1.61% of the 13F portfolio, value $17,549,457.

    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 191,324 shares
    Change vs previous 13F -8,374 shares

    1.72% of the 13F portfolio, value $18,202,575.

    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 199,698 shares
    Change vs previous 13F -9,117 shares

    1.91% of the 13F portfolio, value $18,745,661.

    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 208,815 shares
    Change vs previous 13F -813 shares

    2.29% of the 13F portfolio, value $19,557,655.

    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 209,628 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $18,612,860.

    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).