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Cyndeo Wealth Partners, LLC: GOVT position timeline

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

Cyndeo Wealth Partners, LLC held 210,310 GOVT 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 210,310 shares
    Change vs previous 13F -8,116 shares

    0.23% of the 13F portfolio, value $4,790,866.

    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 218,426 shares
    Change vs previous 13F +128,353 shares

    0.26% of the 13F portfolio, value $5,004,142.

    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 90,073 shares
    Change vs previous 13F +3,549 shares

    0.11% of the 13F portfolio, value $2,073,924.

    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 86,524 shares
    Change vs previous 13F -864 shares

    0.11% of the 13F portfolio, value $2,000,424.

    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 87,388 shares
    Change vs previous 13F +9,403 shares

    0.12% of the 13F portfolio, value $2,008,166.

    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 77,985 shares
    Change vs previous 13F +9,636 shares

    0.12% of the 13F portfolio, value $1,792,493.

    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 68,349 shares
    Change vs previous 13F +4,337 shares

    0.11% of the 13F portfolio, value $1,570,649.

    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 64,012 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,501,074.

    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).