Skip to content
Disclosery

Cyndeo Wealth Partners, LLC: BP position timeline

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

Cyndeo Wealth Partners, LLC held 49,446 BP 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 49,446 shares
    Change vs previous 13F +493 shares

    0.09% of the 13F portfolio, value $1,827,014.

    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 48,953 shares
    Change vs previous 13F +368 shares

    0.12% of the 13F portfolio, value $2,300,770.

    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 48,585 shares
    Change vs previous 13F -60 shares

    0.09% of the 13F portfolio, value $1,687,341.

    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 48,645 shares
    Change vs previous 13F +21,948 shares

    0.09% of the 13F portfolio, value $1,676,290.

    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 26,697 shares
    Change vs previous 13F -135 shares

    0.05% of the 13F portfolio, value $799,040.

    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 26,832 shares
    Change vs previous 13F -1,260 shares

    0.06% of the 13F portfolio, value $906,660.

    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 28,092 shares
    Change vs previous 13F -13,433 shares

    0.06% of the 13F portfolio, value $830,405.

    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 41,525 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,303,483.

    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).