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Cyndeo Wealth Partners, LLC: IEI position timeline

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

Cyndeo Wealth Partners, LLC held 30,169 IEI 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 30,169 shares
    Change vs previous 13F +3,217 shares

    0.17% of the 13F portfolio, value $3,543,309.

    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 26,952 shares
    Change vs previous 13F +1,177 shares

    0.17% of the 13F portfolio, value $3,196,488.

    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 25,775 shares
    Change vs previous 13F +156 shares

    0.17% of the 13F portfolio, value $3,076,190.

    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 25,619 shares
    Change vs previous 13F +1,367 shares

    0.17% of the 13F portfolio, value $3,061,669.

    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 24,252 shares
    Change vs previous 13F +11,529 shares

    0.17% of the 13F portfolio, value $2,888,113.

    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 12,723 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,502,974.

    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).