Skip to content
Disclosery

Cyndeo Wealth Partners, LLC: DFLV position timeline

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

Cyndeo Wealth Partners, LLC held 111,907 DFLV 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 111,907 shares
    Change vs previous 13F +4,418 shares

    0.21% of the 13F portfolio, value $4,424,803.

    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 107,489 shares
    Change vs previous 13F -3,332 shares

    0.2% of the 13F portfolio, value $3,838,432.

    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 110,821 shares
    Change vs previous 13F -8,216 shares

    0.2% of the 13F portfolio, value $3,791,186.

    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 119,037 shares
    Change vs previous 13F +3,322 shares

    0.22% of the 13F portfolio, value $3,916,317.

    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 115,715 shares
    Change vs previous 13F +2,888 shares

    0.21% of the 13F portfolio, value $3,589,479.

    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 112,827 shares
    Change vs previous 13F +8,379 shares

    0.23% of the 13F portfolio, value $3,449,121.

    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 104,448 shares
    Change vs previous 13F +2,322 shares

    0.21% of the 13F portfolio, value $3,136,573.

    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 102,126 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,146,502.

    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).