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Cyndeo Wealth Partners, LLC: MDY position timeline

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

Cyndeo Wealth Partners, LLC held 13,739 MDY 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 13,739 shares
    Change vs previous 13F -2,334 shares

    0.46% of the 13F portfolio, value $9,663,188.

    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 16,073 shares
    Change vs previous 13F -200 shares

    0.52% of the 13F portfolio, value $9,913,183.

    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 16,273 shares
    Change vs previous 13F -500 shares

    0.53% of the 13F portfolio, value $9,817,175.

    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 16,773 shares
    Change vs previous 13F -1 shares

    0.56% of the 13F portfolio, value $9,997,211.

    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 16,774 shares
    Change vs previous 13F +5,072 shares

    0.56% of the 13F portfolio, value $9,502,136.

    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 11,702 shares
    Change vs previous 13F +6,875 shares

    0.41% of the 13F portfolio, value $6,242,783.

    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 4,827 shares
    Change vs previous 13F +1,605 shares

    0.19% of the 13F portfolio, value $2,749,363.

    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 3,222 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,835,445.

    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).