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Cyndeo Wealth Partners, LLC: CRSP position timeline

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

Cyndeo Wealth Partners, LLC held 6,978 CRSP 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 6,978 shares
    Change vs previous 13F +1,255 shares

    0.02% of the 13F portfolio, value $380,580.

    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 5,723 shares
    Change vs previous 13F +93 shares

    0.01% of the 13F portfolio, value $272,243.

    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 5,630 shares
    Change vs previous 13F +1,640 shares

    0.02% of the 13F portfolio, value $295,237.

    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 3,990 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $258,592.

    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).