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Cyndeo Wealth Partners, LLC: MMD position timeline

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

Cyndeo Wealth Partners, LLC held 0 MMD shares at 2026-03-31 per its 13F-HR filed 2026-04-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -10,655 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 10,655 shares
    Change vs previous 13F -2,544 shares

    0.01% of the 13F portfolio, value $158,434.

    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).

  3. period ended2025-09-30
    13F 13,199 shares
    Change vs previous 13F +1,072 shares

    0.01% of the 13F portfolio, value $199,693.

    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).

  4. period ended2025-06-30
    13F 12,127 shares
    Change vs previous 13F -6,913 shares

    0.01% of the 13F portfolio, value $179,353.

    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).

  5. period ended2025-03-31
    13F 19,040 shares
    Change vs previous 13F +191 shares

    0.02% of the 13F portfolio, value $287,128.

    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).

  6. period ended2024-12-31
    13F 18,849 shares
    Change vs previous 13F +2,081 shares

    0.02% of the 13F portfolio, value $281,411.

    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).

  7. period ended2024-09-30
    13F 16,768 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $282,715.

    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).