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Cyndeo Wealth Partners, LLC: HELO position timeline

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

Cyndeo Wealth Partners, LLC held 26,153 HELO 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 26,153 shares
    Change vs previous 13F +1,245 shares

    0.08% of the 13F portfolio, value $1,767,420.

    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 24,908 shares
    Change vs previous 13F +1,006 shares

    0.08% of the 13F portfolio, value $1,591,870.

    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 23,902 shares
    Change vs previous 13F -19,371 shares

    0.09% of the 13F portfolio, value $1,587,810.

    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 43,273 shares
    Change vs previous 13F +742 shares

    0.16% of the 13F portfolio, value $2,812,745.

    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 42,531 shares
    Change vs previous 13F +1,332 shares

    0.16% of the 13F portfolio, value $2,661,590.

    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 41,199 shares
    Change vs previous 13F -28,870 shares

    0.16% of the 13F portfolio, value $2,458,756.

    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 70,069 shares
    Change vs previous 13F +3,199 shares

    0.29% of the 13F portfolio, value $4,347,081.

    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 66,870 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,088,432.

    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).