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Cyndeo Wealth Partners, LLC: JFR position timeline

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

Cyndeo Wealth Partners, LLC held 1,999,420 JFR 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 1,999,420 shares
    Change vs previous 13F +204,050 shares

    0.72% of the 13F portfolio, value $15,335,551.

    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 1,795,370 shares
    Change vs previous 13F +265,100 shares

    0.71% of the 13F portfolio, value $13,501,182.

    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 1,530,270 shares
    Change vs previous 13F -210,700 shares

    0.65% of the 13F portfolio, value $11,982,014.

    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 1,740,970 shares
    Change vs previous 13F -67,350 shares

    0.79% of the 13F portfolio, value $14,241,135.

    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 1,808,320 shares
    Change vs previous 13F +364,320 shares

    0.91% of the 13F portfolio, value $15,316,470.

    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 1,444,000 shares
    Change vs previous 13F +1,021,050 shares

    0.8% of the 13F portfolio, value $12,230,680.

    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 422,950 shares
    Change vs previous 13F -134,500 shares

    0.26% of the 13F portfolio, value $3,772,714.

    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 557,450 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,916,709.

    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).