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Cyndeo Wealth Partners, LLC: IWD position timeline

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

Cyndeo Wealth Partners, LLC held 12,231 IWD 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 12,231 shares
    Change vs previous 13F +1,169 shares

    0.14% of the 13F portfolio, value $2,965,096.

    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 11,062 shares
    Change vs previous 13F -1,313 shares

    0.12% of the 13F portfolio, value $2,363,594.

    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 12,375 shares
    Change vs previous 13F +2,604 shares

    0.14% of the 13F portfolio, value $2,602,983.

    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 9,771 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $1,989,309.

    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 9,770 shares
    Change vs previous 13F +330 shares

    0.11% of the 13F portfolio, value $1,897,681.

    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 9,440 shares
    Change vs previous 13F +5,007 shares

    0.12% of the 13F portfolio, value $1,776,307.

    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 4,433 shares
    Change vs previous 13F -84 shares

    0.06% of the 13F portfolio, value $820,601.

    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 4,517 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $857,237.

    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).