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
- period ended2026-06-3013F 38,597 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 34,933 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,157 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 33,097 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 34,356 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).