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Cyndeo Wealth Partners, LLC: CRWD position timeline

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

Cyndeo Wealth Partners, LLC held 1,317 CRWD 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 1,317 shares
    Change vs previous 13F -220 shares

    0.05% of the 13F portfolio, value $1,005,387.

    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 1,537 shares
    Change vs previous 13F -2,393 shares

    0.03% of the 13F portfolio, value $600,230.

    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 3,930 shares
    Change vs previous 13F +298 shares

    0.1% of the 13F portfolio, value $1,842,430.

    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 3,632 shares
    Change vs previous 13F +14 shares

    0.1% of the 13F portfolio, value $1,781,273.

    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 3,618 shares
    Change vs previous 13F +2,300 shares

    0.11% of the 13F portfolio, value $1,842,844.

    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 1,318 shares
    Change vs previous 13F -274 shares

    0.03% of the 13F portfolio, value $464,700.

    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 1,592 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $544,719.

    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 1,587 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $445,106.

    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).