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Cyndeo Wealth Partners, LLC: CGCP position timeline

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

Cyndeo Wealth Partners, LLC held 96,353 CGCP 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 96,353 shares
    Change vs previous 13F +5,215 shares

    0.1% of the 13F portfolio, value $2,147,708.

    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 91,138 shares
    Change vs previous 13F +9,033 shares

    0.11% of the 13F portfolio, value $2,036,023.

    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 82,105 shares
    Change vs previous 13F +1,837 shares

    0.1% of the 13F portfolio, value $1,858,857.

    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 80,268 shares
    Change vs previous 13F +4,894 shares

    0.1% of the 13F portfolio, value $1,823,689.

    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 75,374 shares
    Change vs previous 13F +2,142 shares

    0.1% of the 13F portfolio, value $1,695,915.

    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 73,232 shares
    Change vs previous 13F +17,424 shares

    0.11% of the 13F portfolio, value $1,644,058.

    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 55,808 shares
    Change vs previous 13F +2,586 shares

    0.08% of the 13F portfolio, value $1,238,938.

    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 53,222 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,230,493.

    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).