Cyndeo Wealth Partners, LLC: HIG position timeline

Cyndeo Wealth Partners, LLC held 29,837 HIG 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 29,837 shares

   Change vs previous 13F -1,477 shares

   0.19% of the 13F portfolio, value $3,953,967.

   13F-HR 0001950947-26-000003 filed by Cyndeo Wealth Partners, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 31,314 shares

   Change vs previous 13F +5,702 shares

   0.22% of the 13F portfolio, value $4,234,646.

   13F-HR 0001950947-26-000002 filed by Cyndeo Wealth Partners, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 25,612 shares

   Change vs previous 13F +252 shares

   0.19% of the 13F portfolio, value $3,529,316.

   13F-HR 0001950947-26-000001 filed by Cyndeo Wealth Partners, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 25,360 shares

   Change vs previous 13F +64 shares

   0.19% of the 13F portfolio, value $3,382,768.

   13F-HR 0001950947-25-000006 filed by Cyndeo Wealth Partners, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 25,296 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $3,209,304.

   13F-HR 0001950947-25-000004 filed by Cyndeo Wealth Partners, LLC
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).