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Cyndeo Wealth Partners, LLC: IBMP position timeline

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

Cyndeo Wealth Partners, LLC held 204,049 IBMP 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 204,049 shares
    Change vs previous 13F +9,925 shares

    0.24% of the 13F portfolio, value $5,186,933.

    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 194,124 shares
    Change vs previous 13F +56,794 shares

    0.26% of the 13F portfolio, value $4,938,507.

    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 137,330 shares
    Change vs previous 13F +20,635 shares

    0.19% of the 13F portfolio, value $3,486,820.

    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 116,695 shares
    Change vs previous 13F -707 shares

    0.17% of the 13F portfolio, value $2,972,817.

    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 117,402 shares
    Change vs previous 13F -10,695 shares

    0.18% of the 13F portfolio, value $2,976,145.

    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 128,097 shares
    Change vs previous 13F -11,986 shares

    0.21% of the 13F portfolio, value $3,238,305.

    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 140,083 shares
    Change vs previous 13F +10,230 shares

    0.24% of the 13F portfolio, value $3,521,699.

    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 129,853 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,304,750.

    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).