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Cyndeo Wealth Partners, LLC: CGXU position timeline

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

Cyndeo Wealth Partners, LLC held 115,864 CGXU 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 115,864 shares
    Change vs previous 13F +3,270 shares

    0.19% of the 13F portfolio, value $4,011,212.

    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 112,594 shares
    Change vs previous 13F +2,756 shares

    0.17% of the 13F portfolio, value $3,320,397.

    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 109,838 shares
    Change vs previous 13F -21,785 shares

    0.17% of the 13F portfolio, value $3,245,713.

    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 131,623 shares
    Change vs previous 13F +3,185 shares

    0.22% of the 13F portfolio, value $3,898,673.

    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 128,438 shares
    Change vs previous 13F +2,934 shares

    0.21% of the 13F portfolio, value $3,484,523.

    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 125,504 shares
    Change vs previous 13F -11,223 shares

    0.2% of the 13F portfolio, value $3,072,338.

    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 136,727 shares
    Change vs previous 13F +637 shares

    0.23% of the 13F portfolio, value $3,373,055.

    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 136,090 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,670,347.

    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).