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Cyndeo Wealth Partners, LLC: JIRE position timeline

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

Cyndeo Wealth Partners, LLC held 23,778 JIRE 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 23,778 shares
    Change vs previous 13F +1,270 shares

    0.09% of the 13F portfolio, value $1,961,447.

    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 22,508 shares
    Change vs previous 13F +1,632 shares

    0.09% of the 13F portfolio, value $1,704,756.

    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 20,876 shares
    Change vs previous 13F +2,448 shares

    0.08% of the 13F portfolio, value $1,563,195.

    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 18,428 shares
    Change vs previous 13F +1,612 shares

    0.08% of the 13F portfolio, value $1,355,195.

    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 16,816 shares
    Change vs previous 13F +1,322 shares

    0.07% of the 13F portfolio, value $1,190,068.

    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 15,494 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $987,278.

    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).