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Manager record

Cynosure Group, LLC

Salt Lake City, UT · CIK 1763409 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$665.53MReported 13F valueQ2 2026 · as filed
374Holdings listed
-16.8%vs prior quartervalue change includes market moves
5Quarters on record
Aug 05Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $882.8M$882.8MQ2 2025377 holdingsQ3 2025: $920.7M$920.7MQ3 2025371 holdingsQ4 2025: $983.1M$983.1MQ4 2025704 holdingsQ1 2026: $800.3M$800.3MQ1 2026292 holdingsQ2 2026: $665.5M$665.5MQ2 2026374 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 05 2026 13F-HR · period Q2 2026

$665.53M · 374 holdings listed · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$800.29M · 292 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$983.10M · 704 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR/A · period Q3 2025

$920.72M · 371 holdings listed · amendment (new holdings) · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$913.18M · 370 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$882.81M · 377 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 05, 2026 · Change methodology