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Cyndeo Wealth Partners, LLC: FBND position timeline

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

Cyndeo Wealth Partners, LLC held 662,811 FBND 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 662,811 shares
    Change vs previous 13F +17,500 shares

    1.42% of the 13F portfolio, value $30,151,272.

    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 645,311 shares
    Change vs previous 13F +94,400 shares

    1.55% of the 13F portfolio, value $29,439,080.

    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 550,911 shares
    Change vs previous 13F +28,706 shares

    1.37% of the 13F portfolio, value $25,363,960.

    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 522,205 shares
    Change vs previous 13F +4,750 shares

    1.34% of the 13F portfolio, value $24,146,779.

    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 517,455 shares
    Change vs previous 13F +3,668 shares

    1.4% of the 13F portfolio, value $23,673,554.

    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 513,787 shares
    Change vs previous 13F +50,806 shares

    1.54% of the 13F portfolio, value $23,454,387.

    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 462,981 shares
    Change vs previous 13F -18,669 shares

    1.4% of the 13F portfolio, value $20,773,944.

    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 481,650 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $22,512,321.

    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).