Cyndeo Wealth Partners, LLC: ABFL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cyndeo Wealth Partners, LLC on ABFL, newest first. How the timeline and the estimate are built.
Cyndeo Wealth Partners, LLC held 56,650 ABFL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 56,650 sharesChange vs previous 13F -11,653 shares
0.23% of the 13F portfolio, value $4,863,969.
13F-HR 0001950947-26-000003 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 68,303 sharesChange vs previous 13F -31,080 shares
0.26% of the 13F portfolio, value $4,859,075.
13F-HR 0001950947-26-000002 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 99,383 sharesChange vs previous 13F -4,373 shares
0.38% of the 13F portfolio, value $7,092,965.
13F-HR 0001950947-26-000001 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 103,756 sharesChange vs previous 13F +3,967 shares
0.42% of the 13F portfolio, value $7,467,216.
13F-HR 0001950947-25-000006 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 99,789 sharesChange vs previous 13F +6,349 shares
0.42% of the 13F portfolio, value $7,061,070.
13F-HR 0001950947-25-000004 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 93,440 sharesChange vs previous 13F +3,614 shares
0.39% of the 13F portfolio, value $5,971,750.
13F-HR 0001950947-25-000002 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 89,826 sharesChange vs previous 13F -1,961 shares
0.4% of the 13F portfolio, value $5,970,411.
13F-HR 0001950947-25-000001 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 91,787 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $5,982,998.
13F-HR 0001950947-24-000004 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).