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Cyndeo Wealth Partners, LLC: TLH position timeline

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

Cyndeo Wealth Partners, LLC held 25,040 TLH 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 25,040 shares
    Change vs previous 13F -1,555 shares

    0.12% of the 13F portfolio, value $2,512,729.

    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 26,595 shares
    Change vs previous 13F +8,451 shares

    0.14% of the 13F portfolio, value $2,678,628.

    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 18,144 shares
    Change vs previous 13F +231 shares

    0.1% of the 13F portfolio, value $1,844,733.

    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 17,913 shares
    Change vs previous 13F +1,502 shares

    0.1% of the 13F portfolio, value $1,844,823.

    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 16,411 shares
    Change vs previous 13F +5,520 shares

    0.1% of the 13F portfolio, value $1,667,363.

    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 10,891 shares
    Change vs previous 13F +228 shares

    0.07% of the 13F portfolio, value $1,129,898.

    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 10,663 shares
    Change vs previous 13F +2,368 shares

    0.07% of the 13F portfolio, value $1,061,401.

    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 8,295 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $906,942.

    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).