Cyndeo Wealth Partners, LLC: IDXX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cyndeo Wealth Partners, LLC on IDXX, newest first. How the timeline and the estimate are built.
Cyndeo Wealth Partners, LLC held 576 IDXX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 576 sharesChange vs previous 13F -5 shares
0.01% of the 13F portfolio, value $303,229.
13F-HR 0001950947-26-000003 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 581 sharesChange vs previous 13F -47 shares
0.02% of the 13F portfolio, value $326,458.
13F-HR 0001950947-26-000002 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 628 sharesChange vs previous 13F +56 shares
0.02% of the 13F portfolio, value $424,861.
13F-HR 0001950947-26-000001 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 572 sharesChange vs previous 13F +9 shares
0.02% of the 13F portfolio, value $365,445.
13F-HR 0001950947-25-000006 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 563 sharesChange vs previous 13F +7 shares
0.02% of the 13F portfolio, value $301,959.
13F-HR 0001950947-25-000004 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 556 sharesChange vs previous 13F +3 shares
0.02% of the 13F portfolio, value $233,492.
13F-HR 0001950947-25-000002 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 553 sharesChange vs previous 13F -11 shares
0.02% of the 13F portfolio, value $228,632.
13F-HR 0001950947-25-000001 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 564 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $284,944.
13F-HR 0001950947-24-000004 filed by Cyndeo Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).