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Cyndeo Wealth Partners, LLC: GDX position timeline

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

Cyndeo Wealth Partners, LLC held 41,370 GDX 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 41,370 shares
    Change vs previous 13F +595 shares

    0.15% of the 13F portfolio, value $3,121,398.

    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 40,775 shares
    Change vs previous 13F -2,304 shares

    0.2% of the 13F portfolio, value $3,741,922.

    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 43,079 shares
    Change vs previous 13F -3,354 shares

    0.2% of the 13F portfolio, value $3,694,911.

    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 46,433 shares
    Change vs previous 13F -282 shares

    0.2% of the 13F portfolio, value $3,547,474.

    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 46,715 shares
    Change vs previous 13F -1,000 shares

    0.14% of the 13F portfolio, value $2,431,978.

    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 47,715 shares
    Change vs previous 13F -136 shares

    0.14% of the 13F portfolio, value $2,193,455.

    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 47,851 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $1,622,624.

    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 47,850 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,905,373.

    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).