Skip to content
Disclosery

Cyndeo Wealth Partners, LLC: MUNI position timeline

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

Cyndeo Wealth Partners, LLC held 5,250 MUNI 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 5,250 shares
    Change vs previous 13F +27 shares

    0.01% of the 13F portfolio, value $276,142.

    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 5,223 shares
    Change vs previous 13F -212 shares

    0.01% of the 13F portfolio, value $272,572.

    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 5,435 shares
    Change vs previous 13F -27,252 shares

    0.02% of the 13F portfolio, value $284,846.

    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 32,687 shares
    Change vs previous 13F +1,988 shares

    0.1% of the 13F portfolio, value $1,708,892.

    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 30,699 shares
    Change vs previous 13F -389 shares

    0.09% of the 13F portfolio, value $1,576,715.

    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 31,088 shares
    Change vs previous 13F -8,203 shares

    0.11% of the 13F portfolio, value $1,602,567.

    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 39,291 shares
    Change vs previous 13F +8,166 shares

    0.14% of the 13F portfolio, value $2,032,544.

    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 31,125 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,649,003.

    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).