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Cyndeo Wealth Partners, LLC: IGIB position timeline

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

Cyndeo Wealth Partners, LLC held 400,135 IGIB 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 400,135 shares
    Change vs previous 13F +15,072 shares

    1% of the 13F portfolio, value $21,275,197.

    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 385,063 shares
    Change vs previous 13F +27,011 shares

    1.08% of the 13F portfolio, value $20,493,042.

    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 358,052 shares
    Change vs previous 13F +11,122 shares

    1.04% of the 13F portfolio, value $19,291,830.

    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 346,930 shares
    Change vs previous 13F -1,102 shares

    1.04% of the 13F portfolio, value $18,765,444.

    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 348,032 shares
    Change vs previous 13F +3,349 shares

    1.1% of the 13F portfolio, value $18,546,603.

    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 344,683 shares
    Change vs previous 13F +28,225 shares

    1.19% of the 13F portfolio, value $18,102,729.

    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 316,458 shares
    Change vs previous 13F +7,668 shares

    1.1% of the 13F portfolio, value $16,300,775.

    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 308,790 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $16,588,207.

    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).