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Cyndeo Wealth Partners, LLC: FBCG position timeline

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

Cyndeo Wealth Partners, LLC held 104,977 FBCG 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 104,977 shares
    Change vs previous 13F -12,579 shares

    0.31% of the 13F portfolio, value $6,520,121.

    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 117,556 shares
    Change vs previous 13F -4,067 shares

    0.31% of the 13F portfolio, value $5,891,907.

    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 121,623 shares
    Change vs previous 13F +987 shares

    0.36% of the 13F portfolio, value $6,669,805.

    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 120,636 shares
    Change vs previous 13F +1,542 shares

    0.36% of the 13F portfolio, value $6,473,328.

    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 119,094 shares
    Change vs previous 13F +1,260 shares

    0.34% of the 13F portfolio, value $5,745,095.

    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 117,834 shares
    Change vs previous 13F +18,303 shares

    0.31% of the 13F portfolio, value $4,709,825.

    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 99,531 shares
    Change vs previous 13F -1,557 shares

    0.31% of the 13F portfolio, value $4,604,304.

    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 101,088 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,323,534.

    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).