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Cyndeo Wealth Partners, LLC: SPSM position timeline

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

Cyndeo Wealth Partners, LLC held 53,817 SPSM 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 53,817 shares
    Change vs previous 13F -7,200 shares

    0.15% of the 13F portfolio, value $3,103,626.

    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 61,017 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,948,341.

    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 61,017 shares
    Change vs previous 13F -13,278 shares

    0.15% of the 13F portfolio, value $2,859,257.

    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 74,295 shares
    Change vs previous 13F -172 shares

    0.19% of the 13F portfolio, value $3,441,344.

    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 74,467 shares
    Change vs previous 13F -983 shares

    0.19% of the 13F portfolio, value $3,172,314.

    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 75,450 shares
    Change vs previous 13F +36,227 shares

    0.2% of the 13F portfolio, value $3,075,330.

    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 39,223 shares
    Change vs previous 13F +2,779 shares

    0.12% of the 13F portfolio, value $1,761,901.

    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 36,444 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,658,568.

    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).