Skip to content
Disclosery

Cyndeo Wealth Partners, LLC: EFG position timeline

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

Cyndeo Wealth Partners, LLC held 3,238 EFG 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 3,238 shares
    Change vs previous 13F +780 shares

    0.02% of the 13F portfolio, value $402,872.

    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 2,458 shares
    Change vs previous 13F -267 shares

    0.01% of the 13F portfolio, value $273,747.

    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 2,725 shares
    Change vs previous 13F -12,909 shares

    0.02% of the 13F portfolio, value $310,432.

    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 15,634 shares
    Change vs previous 13F +486 shares

    0.1% of the 13F portfolio, value $1,780,400.

    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 15,148 shares
    Change vs previous 13F +274 shares

    0.1% of the 13F portfolio, value $1,696,564.

    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 14,874 shares
    Change vs previous 13F -11,219 shares

    0.1% of the 13F portfolio, value $1,487,390.

    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 26,093 shares
    Change vs previous 13F +6,144 shares

    0.17% of the 13F portfolio, value $2,526,575.

    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 19,949 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,147,514.

    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).