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Cyndeo Wealth Partners, LLC: CB position timeline

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

Cyndeo Wealth Partners, LLC held 36,922 CB 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 36,922 shares
    Change vs previous 13F +7,964 shares

    0.59% of the 13F portfolio, value $12,580,935.

    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 28,958 shares
    Change vs previous 13F +3,935 shares

    0.5% of the 13F portfolio, value $9,438,218.

    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 25,023 shares
    Change vs previous 13F +655 shares

    0.42% of the 13F portfolio, value $7,810,034.

    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 24,368 shares
    Change vs previous 13F -2,375 shares

    0.38% of the 13F portfolio, value $6,877,887.

    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 26,743 shares
    Change vs previous 13F +403 shares

    0.46% of the 13F portfolio, value $7,747,977.

    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 26,340 shares
    Change vs previous 13F +7,205 shares

    0.52% of the 13F portfolio, value $7,954,362.

    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 19,135 shares
    Change vs previous 13F +237 shares

    0.36% of the 13F portfolio, value $5,287,125.

    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 18,898 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,450,075.

    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).