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Cyndeo Wealth Partners, LLC: MLN position timeline

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

Cyndeo Wealth Partners, LLC held 438,155 MLN 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 438,155 shares
    Change vs previous 13F +14,471 shares

    0.37% of the 13F portfolio, value $7,790,395.

    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 423,684 shares
    Change vs previous 13F +78,222 shares

    0.39% of the 13F portfolio, value $7,389,041.

    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 345,462 shares
    Change vs previous 13F +12,904 shares

    0.33% of the 13F portfolio, value $6,056,292.

    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 332,558 shares
    Change vs previous 13F -20,688 shares

    0.32% of the 13F portfolio, value $5,813,121.

    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 353,246 shares
    Change vs previous 13F -22,416 shares

    0.35% of the 13F portfolio, value $5,966,326.

    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 375,662 shares
    Change vs previous 13F -59,912 shares

    0.43% of the 13F portfolio, value $6,532,764.

    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 435,574 shares
    Change vs previous 13F +28,250 shares

    0.53% of the 13F portfolio, value $7,788,057.

    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 407,324 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $7,454,026.

    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).