Skip to content
Disclosery

Cyndeo Wealth Partners, LLC: URA position timeline

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

Cyndeo Wealth Partners, LLC held 300,907 URA 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 300,907 shares
    Change vs previous 13F +11,543 shares

    0.62% of the 13F portfolio, value $13,149,649.

    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 289,364 shares
    Change vs previous 13F -123,796 shares

    0.74% of the 13F portfolio, value $14,013,918.

    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 413,160 shares
    Change vs previous 13F +17,154 shares

    0.95% of the 13F portfolio, value $17,654,307.

    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 396,006 shares
    Change vs previous 13F -10,085 shares

    1.05% of the 13F portfolio, value $18,877,583.

    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 406,091 shares
    Change vs previous 13F +12,275 shares

    0.93% of the 13F portfolio, value $15,760,391.

    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 393,816 shares
    Change vs previous 13F +13,717 shares

    0.59% of the 13F portfolio, value $9,026,262.

    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 380,099 shares
    Change vs previous 13F +5,368 shares

    0.69% of the 13F portfolio, value $10,179,060.

    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 374,731 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $10,721,049.

    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).