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Cyndeo Wealth Partners, LLC: FYX position timeline

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

Cyndeo Wealth Partners, LLC held 10,966 FYX 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 10,966 shares
    Change vs previous 13F -67 shares

    0.07% of the 13F portfolio, value $1,582,329.

    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 11,033 shares
    Change vs previous 13F +22 shares

    0.07% of the 13F portfolio, value $1,316,872.

    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 11,011 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $1,245,779.

    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 11,003 shares
    Change vs previous 13F -1,766 shares

    0.07% of the 13F portfolio, value $1,199,081.

    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 12,769 shares
    Change vs previous 13F -92 shares

    0.07% of the 13F portfolio, value $1,242,216.

    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 12,861 shares
    Change vs previous 13F -45 shares

    0.08% of the 13F portfolio, value $1,158,656.

    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 12,906 shares
    Change vs previous 13F -20 shares

    0.09% of the 13F portfolio, value $1,304,317.

    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 12,926 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,286,523.

    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).