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Cyndeo Wealth Partners, LLC: CPNJ position timeline

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

Cyndeo Wealth Partners, LLC held 7,700 CPNJ 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 7,700 shares
    Change vs previous 13F +90 shares

    0.01% of the 13F portfolio, value $212,751.

    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 7,610 shares
    Change vs previous 13F -1,050 shares

    0.01% of the 13F portfolio, value $205,579.

    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 8,660 shares
    Change vs previous 13F +20 shares

    0.01% of the 13F portfolio, value $233,769.

    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 8,640 shares
    Change vs previous 13F -550 shares

    0.01% of the 13F portfolio, value $230,239.

    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 9,190 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $240,409.

    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 9,165 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $225,384.

    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 9,165 shares
    Change vs previous 13F -1,230 shares

    0.02% of the 13F portfolio, value $228,343.

    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 10,395 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $254,316.

    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).