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Cyndeo Wealth Partners, LLC: DFAX position timeline

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

Cyndeo Wealth Partners, LLC held 132,737 DFAX 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 132,737 shares
    Change vs previous 13F +4,431 shares

    0.23% of the 13F portfolio, value $4,890,028.

    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 128,306 shares
    Change vs previous 13F -4,259 shares

    0.23% of the 13F portfolio, value $4,358,549.

    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 132,565 shares
    Change vs previous 13F -21,684 shares

    0.23% of the 13F portfolio, value $4,338,853.

    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 154,249 shares
    Change vs previous 13F +3,308 shares

    0.27% of the 13F portfolio, value $4,840,340.

    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 150,941 shares
    Change vs previous 13F +2,572 shares

    0.26% of the 13F portfolio, value $4,433,123.

    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 148,369 shares
    Change vs previous 13F +9,753 shares

    0.26% of the 13F portfolio, value $3,887,258.

    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 138,616 shares
    Change vs previous 13F +1,142 shares

    0.23% of the 13F portfolio, value $3,445,988.

    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 137,474 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,713,173.

    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).