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Cyndeo Wealth Partners, LLC: JAVA position timeline

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

Cyndeo Wealth Partners, LLC held 93,194 JAVA 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 93,194 shares
    Change vs previous 13F +9,436 shares

    0.35% of the 13F portfolio, value $7,400,549.

    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 83,758 shares
    Change vs previous 13F +19,832 shares

    0.32% of the 13F portfolio, value $6,009,637.

    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 63,926 shares
    Change vs previous 13F +16,653 shares

    0.25% of the 13F portfolio, value $4,584,773.

    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 47,273 shares
    Change vs previous 13F +2,565 shares

    0.18% of the 13F portfolio, value $3,259,946.

    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 44,708 shares
    Change vs previous 13F -786 shares

    0.17% of the 13F portfolio, value $2,928,374.

    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 45,494 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,890,689.

    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).