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Cyndeo Wealth Partners, LLC: DYNF position timeline

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

Cyndeo Wealth Partners, LLC held 109,044 DYNF 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 109,044 shares
    Change vs previous 13F -780 shares

    0.35% of the 13F portfolio, value $7,416,072.

    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 109,824 shares
    Change vs previous 13F +11,238 shares

    0.34% of the 13F portfolio, value $6,389,560.

    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 98,586 shares
    Change vs previous 13F -361 shares

    0.32% of the 13F portfolio, value $5,995,015.

    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 98,947 shares
    Change vs previous 13F +2,394 shares

    0.33% of the 13F portfolio, value $5,857,662.

    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 96,553 shares
    Change vs previous 13F +608 shares

    0.31% of the 13F portfolio, value $5,258,276.

    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 95,945 shares
    Change vs previous 13F +4,434 shares

    0.31% of the 13F portfolio, value $4,678,278.

    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 91,511 shares
    Change vs previous 13F +610 shares

    0.32% of the 13F portfolio, value $4,689,939.

    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 90,901 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,496,872.

    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).