Skip to content
Disclosery

Cyndeo Wealth Partners, LLC: UTF position timeline

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

Cyndeo Wealth Partners, LLC held 41,854 UTF 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 41,854 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,154,752.

    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 41,854 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,083,182.

    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 41,854 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,009,100.

    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 41,854 shares
    Change vs previous 13F -2,147 shares

    0.06% of the 13F portfolio, value $1,037,979.

    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 44,001 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,185,827.

    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 44,001 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,124,226.

    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 44,001 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,057,784.

    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 44,001 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,145,346.

    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).