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Cyndeo Wealth Partners, LLC: FXU position timeline

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

Cyndeo Wealth Partners, LLC held 38,597 FXU 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 38,597 shares
    Change vs previous 13F +3,664 shares

    0.09% of the 13F portfolio, value $1,904,381.

    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 34,933 shares
    Change vs previous 13F +2,776 shares

    0.09% of the 13F portfolio, value $1,732,311.

    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 32,157 shares
    Change vs previous 13F -940 shares

    0.08% of the 13F portfolio, value $1,447,374.

    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 33,097 shares
    Change vs previous 13F -1,259 shares

    0.08% of the 13F portfolio, value $1,504,274.

    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 34,356 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,455,992.

    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).