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Disclosery

Cyndeo Wealth Partners, LLC: IUSB position timeline

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

Cyndeo Wealth Partners, LLC held 42,411 IUSB 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 42,411 shares
    Change vs previous 13F +11,527 shares

    0.09% of the 13F portfolio, value $1,957,268.

    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 30,884 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,426,532.

    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).