Cyndeo Wealth Partners, LLC: FTSL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cyndeo Wealth Partners, LLC on FTSL, newest first. How the timeline and the estimate are built.
Cyndeo Wealth Partners, LLC held 469,326 FTSL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 469,326 sharesChange vs previous 13F +21,512 shares
0.99% of the 13F portfolio, value $21,002,335.
13F-HR 0001950947-26-000003 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 447,814 sharesChange vs previous 13F +43,908 shares
1.06% of the 13F portfolio, value $20,062,084.
13F-HR 0001950947-26-000002 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 403,906 sharesChange vs previous 13F +12,423 shares
1% of the 13F portfolio, value $18,531,215.
13F-HR 0001950947-26-000001 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 391,483 sharesChange vs previous 13F -639 shares
1% of the 13F portfolio, value $17,945,592.
13F-HR 0001950947-25-000006 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 392,122 sharesChange vs previous 13F +3,975 shares
1.07% of the 13F portfolio, value $17,994,489.
13F-HR 0001950947-25-000004 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 388,147 sharesChange vs previous 13F +20,106 shares
1.16% of the 13F portfolio, value $17,718,921.
13F-HR 0001950947-25-000002 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 368,041 sharesChange vs previous 13F +3,647 shares
1.15% of the 13F portfolio, value $17,018,234.
13F-HR 0001950947-25-000001 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 364,394 sharesChange vs previous 13F not available
1.17% of the 13F portfolio, value $16,722,063.
13F-HR 0001950947-24-000004 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).