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Cyndeo Wealth Partners, LLC: TSLA position timeline

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

Cyndeo Wealth Partners, LLC held 24,918 TSLA 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 24,918 shares
    Change vs previous 13F +1,621 shares

    0.49% of the 13F portfolio, value $10,480,419.

    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 23,297 shares
    Change vs previous 13F -190 shares

    0.46% of the 13F portfolio, value $8,660,579.

    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 23,487 shares
    Change vs previous 13F +296 shares

    0.57% of the 13F portfolio, value $10,562,476.

    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 23,191 shares
    Change vs previous 13F +1,744 shares

    0.57% of the 13F portfolio, value $10,313,405.

    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 21,447 shares
    Change vs previous 13F -2,362 shares

    0.4% of the 13F portfolio, value $6,812,706.

    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 23,809 shares
    Change vs previous 13F +1,236 shares

    0.41% of the 13F portfolio, value $6,170,240.

    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 22,573 shares
    Change vs previous 13F +1,728 shares

    0.62% of the 13F portfolio, value $9,115,708.

    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 20,845 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,453,566.

    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).