Skip to content
Disclosery

Cyndeo Wealth Partners, LLC: AEP position timeline

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

Cyndeo Wealth Partners, LLC held 86,134 AEP 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 86,134 shares
    Change vs previous 13F +3,271 shares

    0.56% of the 13F portfolio, value $11,783,974.

    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 82,863 shares
    Change vs previous 13F +18,988 shares

    0.57% of the 13F portfolio, value $10,861,739.

    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 63,875 shares
    Change vs previous 13F +57,977 shares

    0.4% of the 13F portfolio, value $7,365,480.

    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 5,898 shares
    Change vs previous 13F -325 shares

    0.04% of the 13F portfolio, value $663,569.

    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 6,223 shares
    Change vs previous 13F +770 shares

    0.04% of the 13F portfolio, value $645,713.

    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 5,453 shares
    Change vs previous 13F -7,609 shares

    0.04% of the 13F portfolio, value $595,887.

    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 13,062 shares
    Change vs previous 13F +412 shares

    0.08% of the 13F portfolio, value $1,204,722.

    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 12,650 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,297,896.

    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).