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Cyndeo Wealth Partners, LLC: FTGC position timeline

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

Cyndeo Wealth Partners, LLC held 1,157,535 FTGC 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 1,157,535 shares
    Change vs previous 13F +24,786 shares

    1.48% of the 13F portfolio, value $31,311,332.

    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 1,132,749 shares
    Change vs previous 13F +187,780 shares

    1.71% of the 13F portfolio, value $32,521,235.

    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 944,969 shares
    Change vs previous 13F +41,105 shares

    1.18% of the 13F portfolio, value $21,951,638.

    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 903,864 shares
    Change vs previous 13F -3,931 shares

    1.3% of the 13F portfolio, value $23,410,067.

    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 907,795 shares
    Change vs previous 13F +23,319 shares

    1.33% of the 13F portfolio, value $22,395,301.

    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 884,476 shares
    Change vs previous 13F +33,623 shares

    1.48% of the 13F portfolio, value $22,571,819.

    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 850,853 shares
    Change vs previous 13F +33,089 shares

    1.38% of the 13F portfolio, value $20,360,921.

    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 817,764 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $19,372,827.

    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).