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Cyndeo Wealth Partners, LLC: GOOGL position timeline

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

Cyndeo Wealth Partners, LLC held 94,514 GOOGL 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 94,514 shares
    Change vs previous 13F -6,808 shares

    1.59% of the 13F portfolio, value $33,776,596.

    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 101,322 shares
    Change vs previous 13F -836 shares

    1.53% of the 13F portfolio, value $29,136,132.

    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 102,158 shares
    Change vs previous 13F +4,187 shares

    1.72% of the 13F portfolio, value $31,975,424.

    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 97,971 shares
    Change vs previous 13F +2,931 shares

    1.32% of the 13F portfolio, value $23,816,771.

    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 95,040 shares
    Change vs previous 13F +1,106 shares

    0.99% of the 13F portfolio, value $16,748,829.

    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 93,934 shares
    Change vs previous 13F -11,590 shares

    0.95% of the 13F portfolio, value $14,525,904.

    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 105,524 shares
    Change vs previous 13F -425 shares

    1.35% of the 13F portfolio, value $19,975,738.

    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 105,949 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $17,571,722.

    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).