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Cyndeo Wealth Partners, LLC: QGRO position timeline

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

Cyndeo Wealth Partners, LLC held 26,849 QGRO 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 26,849 shares
    Change vs previous 13F -264 shares

    0.15% of the 13F portfolio, value $3,169,498.

    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 27,113 shares
    Change vs previous 13F -1,227 shares

    0.15% of the 13F portfolio, value $2,847,688.

    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 28,340 shares
    Change vs previous 13F -902 shares

    0.17% of the 13F portfolio, value $3,245,500.

    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 29,242 shares
    Change vs previous 13F -1,100 shares

    0.19% of the 13F portfolio, value $3,345,271.

    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 30,342 shares
    Change vs previous 13F -1,925 shares

    0.2% of the 13F portfolio, value $3,310,908.

    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 32,267 shares
    Change vs previous 13F -2,376 shares

    0.2% of the 13F portfolio, value $3,022,465.

    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 34,643 shares
    Change vs previous 13F -5,838 shares

    0.23% of the 13F portfolio, value $3,453,906.

    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 40,481 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,686,190.

    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).