Skip to content
Disclosery

Cyndeo Wealth Partners, LLC: ITOT position timeline

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

Cyndeo Wealth Partners, LLC held 16,225 ITOT 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 16,225 shares
    Change vs previous 13F +117 shares

    0.13% of the 13F portfolio, value $2,665,254.

    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 16,108 shares
    Change vs previous 13F +1,916 shares

    0.12% of the 13F portfolio, value $2,294,262.

    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 14,192 shares
    Change vs previous 13F -271 shares

    0.11% of the 13F portfolio, value $2,110,208.

    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 14,463 shares
    Change vs previous 13F -14 shares

    0.12% of the 13F portfolio, value $2,106,536.

    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 14,477 shares
    Change vs previous 13F +1,778 shares

    0.12% of the 13F portfolio, value $1,954,974.

    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 12,699 shares
    Change vs previous 13F +1,459 shares

    0.1% of the 13F portfolio, value $1,549,405.

    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 11,240 shares
    Change vs previous 13F +26 shares

    0.1% of the 13F portfolio, value $1,445,689.

    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 11,214 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,408,703.

    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).