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Cyndeo Wealth Partners, LLC: MO position timeline

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

Cyndeo Wealth Partners, LLC held 199,235 MO 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 199,235 shares
    Change vs previous 13F +2,916 shares

    0.68% of the 13F portfolio, value $14,334,933.

    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 196,319 shares
    Change vs previous 13F +389 shares

    0.68% of the 13F portfolio, value $12,955,123.

    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 195,930 shares
    Change vs previous 13F +8,165 shares

    0.61% of the 13F portfolio, value $11,297,321.

    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 187,765 shares
    Change vs previous 13F -2,202 shares

    0.69% of the 13F portfolio, value $12,403,748.

    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 189,967 shares
    Change vs previous 13F +4,776 shares

    0.66% of the 13F portfolio, value $11,137,741.

    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 185,191 shares
    Change vs previous 13F +8,157 shares

    0.73% of the 13F portfolio, value $11,115,180.

    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 177,034 shares
    Change vs previous 13F +6,031 shares

    0.63% of the 13F portfolio, value $9,257,087.

    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 171,003 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $8,727,997.

    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).