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Cyndeo Wealth Partners, LLC: ARKB position timeline

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

Cyndeo Wealth Partners, LLC held 637,922 ARKB 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 637,922 shares
    Change vs previous 13F +31,976 shares

    0.58% of the 13F portfolio, value $12,413,956.

    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 605,946 shares
    Change vs previous 13F +192,174 shares

    0.72% of the 13F portfolio, value $13,627,731.

    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 413,772 shares
    Change vs previous 13F +17,421 shares

    0.65% of the 13F portfolio, value $12,015,939.

    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 396,351 shares
    Change vs previous 13F +10,800 shares

    0.84% of the 13F portfolio, value $15,069,252.

    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 385,551 shares
    Change vs previous 13F +259,427 shares

    0.82% of the 13F portfolio, value $13,798,859.

    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 126,124 shares
    Change vs previous 13F -13,471 shares

    0.68% of the 13F portfolio, value $10,367,411.

    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 139,595 shares
    Change vs previous 13F +18,513 shares

    0.88% of the 13F portfolio, value $13,019,995.

    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 121,082 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $7,685,102.

    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).