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Cyndeo Wealth Partners, LLC: IBMO position timeline

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

Cyndeo Wealth Partners, LLC held 201,206 IBMO 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 201,206 shares
    Change vs previous 13F +11,497 shares

    0.24% of the 13F portfolio, value $5,158,942.

    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 189,709 shares
    Change vs previous 13F +43,398 shares

    0.26% of the 13F portfolio, value $4,862,254.

    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 146,311 shares
    Change vs previous 13F +12,559 shares

    0.2% of the 13F portfolio, value $3,750,970.

    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 133,752 shares
    Change vs previous 13F +220 shares

    0.19% of the 13F portfolio, value $3,432,072.

    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 133,532 shares
    Change vs previous 13F -28,322 shares

    0.2% of the 13F portfolio, value $3,421,489.

    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 161,854 shares
    Change vs previous 13F -11,128 shares

    0.27% of the 13F portfolio, value $4,136,991.

    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 172,982 shares
    Change vs previous 13F +7,518 shares

    0.3% of the 13F portfolio, value $4,404,115.

    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 165,464 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,244,970.

    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).