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Cyndeo Wealth Partners, LLC: GBTC position timeline

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

Cyndeo Wealth Partners, LLC held 35,130 GBTC 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 35,130 shares
    Change vs previous 13F -269 shares

    0.08% of the 13F portfolio, value $1,599,118.

    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 35,399 shares
    Change vs previous 13F -2,340 shares

    0.1% of the 13F portfolio, value $1,867,651.

    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 37,739 shares
    Change vs previous 13F +582 shares

    0.14% of the 13F portfolio, value $2,579,838.

    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 37,157 shares
    Change vs previous 13F -4,383 shares

    0.19% of the 13F portfolio, value $3,335,584.

    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 41,540 shares
    Change vs previous 13F +200 shares

    0.21% of the 13F portfolio, value $3,523,838.

    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 41,340 shares
    Change vs previous 13F -1,517 shares

    0.18% of the 13F portfolio, value $2,694,128.

    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 42,857 shares
    Change vs previous 13F -686 shares

    0.21% of the 13F portfolio, value $3,172,275.

    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 43,543 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,198,922.

    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).