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CIK 0001964298 • 7 13F filings • May 9, 2025 – Oct 13, 2026
Import this data to Google Sheets with:
=jivedata("syntegra-private-wealth-group-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001172661-25-004297 |
| $1.06B |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002632 | $1.29B | View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002793 | $980.1M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001544 | $1.05B | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001626 | $855.0M | View |