Entity type
Company
Filer Snapshot
Cynosure Group, LLC
CIK 0001763409. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
36
Latest filing
03 Nov 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q3 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$707.4M
137 holdings for Q3 2026
Open portfolioLargest parsed holding
SPY
$157.04M reported value
Open holding13D/G large stake
BRCB
15 May 2026 · 53% ownership
Open 13D/GInsider / owner context
BRCB
15 May 2026 · $26.3M
Open owner page
Source: SEC Form 13F
View source filing
13F-HR filed on 03 Nov 2026 for CIK 0001763409.
- Parsed SEC ownership signals
-
Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
13F portfolio$707.4MQuarterly institutional holdings reported on Form 13F; not total AUM.
Forms 3/4/5 positions$26.3MReporting-owner positions with enough filing detail to estimate value.
Latest reported 13F value
13F$707.4MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Source: SEC Form 13FScope: U.S.-listed equity holdingsForms 3/4/5 position value
3/4/5$26.3MEstimated from parsed Forms 3/4/5 when filings include enough share and price data.
Source: Forms 3/4/5Confidence: Estimated when price data is availableLargest 13F holdings
13FSPY SGOV IWF SHV VONG+15 more
IVV CRCL VOO UNP ITOT GE ICSH BRCB QQQ SPYV GEV IBM VB BND VTILargest symbols in the latest parsed Form 13F information table.
Freshness: Latest parsed 13F periodLargest linked holdings
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
BRCBLargest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
SPY SGOV IWF SHV VONG IVV CRCL VOO+12 more
UNP ITOT GE ICSH BRCB QQQ SPYV GEV IBM VB BND VTILargest active 13D stakes
Active large-stake positions disclosed in parsed Schedule 13D filings.
BRCBLargest active 13G stakes
Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.
BRCBHow to read these SEC ownership signals
- Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
- Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
- Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
- Business address
- 111 S. Main Street, Suite 2350, Salt Lake City, UT, 84111
- Incorporated in
- UT
- Fiscal year end
- 31 December
- Former names on EDGAR
- CYNOSURE MANAGEMENT, LLC (to 14 Nov 2023), Cynosure Management, LLC (to 14 Nov 2023)
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Filer intelligence
What SEC filings say about Cynosure Group, LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $707.4M across 137 reported holdings for Q3 2026.
- Largest parsed 13F holding: SPY at $157.04M.
- 1 recent 13D/G stake row found; top row is BRCB at 53% ownership.
- Forms 3/4/5 show insider context for BRCB worth $26.3M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
55%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$387.56M
Compared with $707.4M total 13F value.
Top 5 net change
+$1.67M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: BRCB · Largest trim: HCA
SPY
SGOV
IWF
SHV
VONG
Other holdings
13D/G large-stake context
BRCB
15 May 2026 · Class A Common Stock, par value $0.00001 per share
Forms 3/4/5 insider context
BRCB
15 May 2026 · 10% owner
Latest update
What changed recently for Cynosure Group, LLC
Latest 13F period: Q3 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
03 Nov 2026
Page type
Filer profile
Latest period
Q3 2026
Institutional portfolio context was refreshed from a 13F filing filed on 03 Nov 2026.
Benchmark Context
Benchmark context for this company
Cynosure Group, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q3 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001763409 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
36
First seen
14 Feb 2019
Latest filing
03 Nov 2026
Entity
Company
Observed form types
13F-HR
13F-HR/A
SCHEDULE 13D
SCHEDULE 13D/A
SCHEDULE 13G
Latest Filings
Showing the latest 12 of 36 SEC filings for Cynosure Group, LLC.
13F-HR
13F-HR filing
- Filing date
- 03 Nov 2026
- Reporting date
- 30 Sep 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 05 Aug 2026
- Reporting date
- 30 Jun 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13D/A
SCHEDULE 13D/A filing
- Filing date
- 22 May 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13D
SCHEDULE 13D filing
- Filing date
- 21 May 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 May 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 17 Feb 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR/A
13F-HR/A filing
- Filing date
- 13 Nov 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G
SCHEDULE 13G filing
- Filing date
- 07 Nov 2025
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 22 Oct 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 May 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 12 Feb 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing