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Cyndeo Wealth Partners, LLC: BXSL position timeline

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

Cyndeo Wealth Partners, LLC held 58,103 BXSL 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 58,103 shares
    Change vs previous 13F -1,865 shares

    0.06% of the 13F portfolio, value $1,377,622.

    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 59,968 shares
    Change vs previous 13F +20,700 shares

    0.07% of the 13F portfolio, value $1,420,642.

    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 39,268 shares
    Change vs previous 13F -13,251 shares

    0.06% of the 13F portfolio, value $1,033,926.

    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 52,519 shares
    Change vs previous 13F -2,449 shares

    0.08% of the 13F portfolio, value $1,369,164.

    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 54,968 shares
    Change vs previous 13F +561 shares

    0.1% of the 13F portfolio, value $1,690,269.

    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 54,407 shares
    Change vs previous 13F -242 shares

    0.12% of the 13F portfolio, value $1,760,599.

    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 54,649 shares
    Change vs previous 13F +706 shares

    0.12% of the 13F portfolio, value $1,765,698.

    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 53,943 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,579,993.

    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).