Skip to content
Disclosery

Cyndeo Wealth Partners, LLC: IAU position timeline

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

Cyndeo Wealth Partners, LLC held 247,086 IAU 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 247,086 shares
    Change vs previous 13F -734 shares

    0.88% of the 13F portfolio, value $18,657,464.

    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 247,820 shares
    Change vs previous 13F -17,835 shares

    1.15% of the 13F portfolio, value $21,847,811.

    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 265,655 shares
    Change vs previous 13F -3,414 shares

    1.16% of the 13F portfolio, value $21,563,216.

    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 269,069 shares
    Change vs previous 13F -10,397 shares

    1.09% of the 13F portfolio, value $19,580,151.

    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 279,466 shares
    Change vs previous 13F -57 shares

    1.03% of the 13F portfolio, value $17,427,500.

    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 279,523 shares
    Change vs previous 13F -11,686 shares

    1.08% of the 13F portfolio, value $16,480,676.

    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 291,209 shares
    Change vs previous 13F -21,133 shares

    0.97% of the 13F portfolio, value $14,417,758.

    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 312,342 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $15,523,397.

    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).