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Cyndeo Wealth Partners, LLC: AAPL position timeline

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

Cyndeo Wealth Partners, LLC held 233,368 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 233,368 shares
    Change vs previous 13F +7,550 shares

    3.18% of the 13F portfolio, value $67,527,349.

    13F-HR 0001950947-26-000003 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 225,818 shares
    Change vs previous 13F +16,122 shares

    3.01% of the 13F portfolio, value $57,310,428.

    13F-HR 0001950947-26-000002 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 209,696 shares
    Change vs previous 13F +5,674 shares

    3.07% of the 13F portfolio, value $57,008,061.

    13F-HR 0001950947-26-000001 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 204,022 shares
    Change vs previous 13F -4,102 shares

    2.89% of the 13F portfolio, value $51,950,032.

    13F-HR 0001950947-25-000006 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 208,124 shares
    Change vs previous 13F +7,649 shares

    2.53% of the 13F portfolio, value $42,700,879.

    13F-HR 0001950947-25-000004 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 200,475 shares
    Change vs previous 13F +18,103 shares

    2.92% of the 13F portfolio, value $44,531,604.

    13F-HR 0001950947-25-000002 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 182,372 shares
    Change vs previous 13F +7,674 shares

    3.09% of the 13F portfolio, value $45,669,492.

    13F-HR 0001950947-25-000001 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 174,698 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $40,704,710.

    13F-HR 0001950947-24-000004 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).