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Cyndeo Wealth Partners, LLC: META position timeline

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

Cyndeo Wealth Partners, LLC held 32,366 META 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 32,366 shares
    Change vs previous 13F -919 shares

    0.86% of the 13F portfolio, value $18,231,540.

    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 33,285 shares
    Change vs previous 13F +1,495 shares

    1% of the 13F portfolio, value $19,043,277.

    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 31,790 shares
    Change vs previous 13F -1,506 shares

    1.13% of the 13F portfolio, value $20,983,996.

    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 33,296 shares
    Change vs previous 13F +3,404 shares

    1.36% of the 13F portfolio, value $24,451,938.

    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 29,892 shares
    Change vs previous 13F -5,147 shares

    1.31% of the 13F portfolio, value $22,062,938.

    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 35,039 shares
    Change vs previous 13F +4,682 shares

    1.33% of the 13F portfolio, value $20,195,358.

    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 30,357 shares
    Change vs previous 13F +986 shares

    1.2% of the 13F portfolio, value $17,774,581.

    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 29,371 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $16,813,007.

    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).