Cyndeo Wealth Partners, LLC: IBMS position timeline

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

Cyndeo Wealth Partners, LLC held 39,733 IBMS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 39,733 shares
Change vs previous 13F +15,074 shares
0.05% of the 13F portfolio, value $1,027,884.
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).
period ended2026-03-31
13F 24,659 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $636,931.
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).