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Cyndeo Wealth Partners, LLC: RQI position timeline

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

Cyndeo Wealth Partners, LLC held 241,179 RQI 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 241,179 shares
    Change vs previous 13F -61,181 shares

    0.14% of the 13F portfolio, value $2,968,913.

    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 302,360 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $3,643,438.

    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 302,360 shares
    Change vs previous 13F -44,350 shares

    0.19% of the 13F portfolio, value $3,452,951.

    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 346,710 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $4,323,474.

    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 346,710 shares
    Change vs previous 13F -54,000 shares

    0.26% of the 13F portfolio, value $4,316,540.

    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 400,710 shares
    Change vs previous 13F +95,850 shares

    0.33% of the 13F portfolio, value $5,032,918.

    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 304,860 shares
    Change vs previous 13F +107,900 shares

    0.25% of the 13F portfolio, value $3,731,486.

    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 196,960 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,790,923.

    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).