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Cyndeo Wealth Partners, LLC: IRM position timeline

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

Cyndeo Wealth Partners, LLC held 28,031 IRM 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 28,031 shares
    Change vs previous 13F -1,920 shares

    0.17% of the 13F portfolio, value $3,540,610.

    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 29,951 shares
    Change vs previous 13F +101 shares

    0.16% of the 13F portfolio, value $3,059,209.

    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 29,850 shares
    Change vs previous 13F -4,378 shares

    0.13% of the 13F portfolio, value $2,476,064.

    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 34,228 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $3,489,221.

    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 34,227 shares
    Change vs previous 13F -862 shares

    0.21% of the 13F portfolio, value $3,510,693.

    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 35,089 shares
    Change vs previous 13F +3 shares

    0.2% of the 13F portfolio, value $3,019,073.

    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 35,086 shares
    Change vs previous 13F -1 shares

    0.25% of the 13F portfolio, value $3,687,935.

    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 35,087 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,169,437.

    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).