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Cyndeo Wealth Partners, LLC: NVDA position timeline

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

Cyndeo Wealth Partners, LLC held 317,047 NVDA 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 317,047 shares
    Change vs previous 13F +1,932 shares

    2.99% of the 13F portfolio, value $63,437,945.

    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 315,115 shares
    Change vs previous 13F +25,207 shares

    2.89% of the 13F portfolio, value $54,956,122.

    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 289,908 shares
    Change vs previous 13F +8,338 shares

    2.91% of the 13F portfolio, value $54,067,790.

    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 281,570 shares
    Change vs previous 13F +7,653 shares

    2.92% of the 13F portfolio, value $52,535,364.

    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 273,917 shares
    Change vs previous 13F +16,584 shares

    2.57% of the 13F portfolio, value $43,276,087.

    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 257,333 shares
    Change vs previous 13F +52,061 shares

    1.83% of the 13F portfolio, value $27,889,731.

    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 205,272 shares
    Change vs previous 13F +6,685 shares

    1.86% of the 13F portfolio, value $27,566,013.

    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 198,587 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $24,116,450.

    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).