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Cyndeo Wealth Partners, LLC: BLK position timeline

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

Cyndeo Wealth Partners, LLC held 8,974 BLK 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 8,974 shares
    Change vs previous 13F +225 shares

    0.41% of the 13F portfolio, value $8,628,901.

    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 8,749 shares
    Change vs previous 13F +5,272 shares

    0.44% of the 13F portfolio, value $8,414,373.

    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 3,477 shares
    Change vs previous 13F +399 shares

    0.2% of the 13F portfolio, value $3,721,609.

    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 3,078 shares
    Change vs previous 13F +157 shares

    0.2% of the 13F portfolio, value $3,588,943.

    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 2,921 shares
    Change vs previous 13F +1,827 shares

    0.18% of the 13F portfolio, value $3,064,363.

    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 1,094 shares
    Change vs previous 13F -7,502 shares

    0.07% of the 13F portfolio, value $1,035,539.

    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 8,596 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $8,811,522.

    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).