Skip to content
Disclosery

Cyndeo Wealth Partners, LLC: CGSD position timeline

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

Cyndeo Wealth Partners, LLC held 39,418 CGSD 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 39,418 shares
    Change vs previous 13F +1,700 shares

    0.05% of the 13F portfolio, value $1,014,225.

    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 37,718 shares
    Change vs previous 13F +3,696 shares

    0.05% of the 13F portfolio, value $972,747.

    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 34,022 shares
    Change vs previous 13F -633 shares

    0.05% of the 13F portfolio, value $884,912.

    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 34,655 shares
    Change vs previous 13F +1,632 shares

    0.05% of the 13F portfolio, value $900,337.

    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 33,023 shares
    Change vs previous 13F +678 shares

    0.05% of the 13F portfolio, value $856,452.

    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 32,345 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $834,824.

    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).