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Cyndeo Wealth Partners, LLC: ADI position timeline

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

Cyndeo Wealth Partners, LLC held 38,880 ADI 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 38,880 shares
    Change vs previous 13F +1,396 shares

    0.73% of the 13F portfolio, value $15,442,047.

    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 37,484 shares
    Change vs previous 13F -1,122 shares

    0.63% of the 13F portfolio, value $11,925,226.

    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 38,606 shares
    Change vs previous 13F +3,630 shares

    0.56% of the 13F portfolio, value $10,469,832.

    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 34,976 shares
    Change vs previous 13F +100 shares

    0.48% of the 13F portfolio, value $8,593,681.

    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 34,876 shares
    Change vs previous 13F +1,037 shares

    0.49% of the 13F portfolio, value $8,301,249.

    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 33,839 shares
    Change vs previous 13F -8,040 shares

    0.45% of the 13F portfolio, value $6,824,349.

    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 41,879 shares
    Change vs previous 13F +651 shares

    0.6% of the 13F portfolio, value $8,897,688.

    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 41,228 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $9,489,340.

    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).