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Cyndeo Wealth Partners, LLC: IYW position timeline

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

Cyndeo Wealth Partners, LLC held 6,565 IYW 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 6,565 shares
    Change vs previous 13F -1,833 shares

    0.08% of the 13F portfolio, value $1,655,895.

    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 8,398 shares
    Change vs previous 13F -3,675 shares

    0.08% of the 13F portfolio, value $1,523,565.

    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 12,073 shares
    Change vs previous 13F +1,575 shares

    0.13% of the 13F portfolio, value $2,410,737.

    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 10,498 shares
    Change vs previous 13F -42 shares

    0.11% of the 13F portfolio, value $2,056,138.

    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 10,540 shares
    Change vs previous 13F -1,879 shares

    0.11% of the 13F portfolio, value $1,826,266.

    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 12,419 shares
    Change vs previous 13F -92 shares

    0.11% of the 13F portfolio, value $1,744,124.

    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 12,511 shares
    Change vs previous 13F -209 shares

    0.13% of the 13F portfolio, value $1,995,755.

    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 12,720 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,928,606.

    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).