Skip to content
Disclosery

Cyndeo Wealth Partners, LLC: EPD position timeline

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

Cyndeo Wealth Partners, LLC held 26,744 EPD 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 26,744 shares
    Change vs previous 13F -3,043 shares

    0.05% of the 13F portfolio, value $983,109.

    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 29,787 shares
    Change vs previous 13F -97,169 shares

    0.06% of the 13F portfolio, value $1,127,140.

    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 126,956 shares
    Change vs previous 13F +965 shares

    0.22% of the 13F portfolio, value $4,070,213.

    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 125,991 shares
    Change vs previous 13F -4,802 shares

    0.22% of the 13F portfolio, value $3,939,752.

    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 130,793 shares
    Change vs previous 13F -2,565 shares

    0.24% of the 13F portfolio, value $4,055,894.

    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 133,358 shares
    Change vs previous 13F +22,202 shares

    0.3% of the 13F portfolio, value $4,552,855.

    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 111,156 shares
    Change vs previous 13F +269 shares

    0.24% of the 13F portfolio, value $3,485,844.

    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 110,887 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,227,928.

    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).