Skip to content
Disclosery

Cyndeo Wealth Partners, LLC: BIT position timeline

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

Cyndeo Wealth Partners, LLC held 915,131 BIT 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 915,131 shares
    Change vs previous 13F +35,250 shares

    0.54% of the 13F portfolio, value $11,457,440.

    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 879,881 shares
    Change vs previous 13F +42,300 shares

    0.58% of the 13F portfolio, value $11,016,110.

    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 837,581 shares
    Change vs previous 13F +15,201 shares

    0.59% of the 13F portfolio, value $10,938,808.

    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 822,380 shares
    Change vs previous 13F +153,610 shares

    0.61% of the 13F portfolio, value $11,011,668.

    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 668,770 shares
    Change vs previous 13F -65,110 shares

    0.58% of the 13F portfolio, value $9,764,042.

    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 733,880 shares
    Change vs previous 13F +170,000 shares

    0.7% of the 13F portfolio, value $10,626,582.

    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 563,880 shares
    Change vs previous 13F +126,000 shares

    0.56% of the 13F portfolio, value $8,232,648.

    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 437,880 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $6,655,776.

    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).