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Cyndeo Wealth Partners, LLC: GSY position timeline

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

Cyndeo Wealth Partners, LLC held 419,129 GSY 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 419,129 shares
    Change vs previous 13F +15,684 shares

    0.99% of the 13F portfolio, value $21,019,308.

    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 403,445 shares
    Change vs previous 13F +37,734 shares

    1.06% of the 13F portfolio, value $20,220,652.

    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 365,711 shares
    Change vs previous 13F +13,602 shares

    0.99% of the 13F portfolio, value $18,376,974.

    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 352,109 shares
    Change vs previous 13F -1,315 shares

    0.98% of the 13F portfolio, value $17,687,859.

    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 353,424 shares
    Change vs previous 13F +4,106 shares

    1.05% of the 13F portfolio, value $17,720,674.

    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 349,318 shares
    Change vs previous 13F +25,470 shares

    1.15% of the 13F portfolio, value $17,507,802.

    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 323,848 shares
    Change vs previous 13F +7,483 shares

    1.1% of the 13F portfolio, value $16,228,048.

    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 316,365 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $15,875,208.

    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).