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Cyndeo Wealth Partners, LLC: BOND position timeline

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

Cyndeo Wealth Partners, LLC held 17,952 BOND 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 17,952 shares
    Change vs previous 13F +2,944 shares

    0.08% of the 13F portfolio, value $1,655,354.

    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 15,008 shares
    Change vs previous 13F -689 shares

    0.07% of the 13F portfolio, value $1,384,938.

    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 15,697 shares
    Change vs previous 13F +328 shares

    0.08% of the 13F portfolio, value $1,461,077.

    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 15,369 shares
    Change vs previous 13F -13 shares

    0.08% of the 13F portfolio, value $1,434,696.

    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 15,382 shares
    Change vs previous 13F +5,277 shares

    0.08% of the 13F portfolio, value $1,417,913.

    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 10,105 shares
    Change vs previous 13F -857 shares

    0.06% of the 13F portfolio, value $934,409.

    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 10,962 shares
    Change vs previous 13F -1,509 shares

    0.07% of the 13F portfolio, value $991,184.

    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 12,471 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,179,881.

    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).