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Cyndeo Wealth Partners, LLC: FTCB position timeline

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

Cyndeo Wealth Partners, LLC held 1,239,068 FTCB 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 1,239,068 shares
    Change vs previous 13F +34,249 shares

    1.22% of the 13F portfolio, value $25,840,754.

    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 1,204,819 shares
    Change vs previous 13F +225,805 shares

    1.33% of the 13F portfolio, value $25,253,008.

    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 979,014 shares
    Change vs previous 13F +46,429 shares

    1.12% of the 13F portfolio, value $20,784,457.

    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 932,585 shares
    Change vs previous 13F +606 shares

    1.1% of the 13F portfolio, value $19,873,379.

    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 931,979 shares
    Change vs previous 13F +8,704 shares

    1.16% of the 13F portfolio, value $19,627,470.

    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 923,275 shares
    Change vs previous 13F +65,854 shares

    1.27% of the 13F portfolio, value $19,379,536.

    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 857,421 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $17,705,744.

    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).