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Cyndeo Wealth Partners, LLC: VXUS position timeline

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

Cyndeo Wealth Partners, LLC held 28,984 VXUS 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 28,984 shares
    Change vs previous 13F +3,179 shares

    0.12% of the 13F portfolio, value $2,477,805.

    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 25,805 shares
    Change vs previous 13F +7,406 shares

    0.1% of the 13F portfolio, value $1,989,838.

    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 18,399 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,388,021.

    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 18,399 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,351,591.

    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 18,399 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,271,187.

    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 18,399 shares
    Change vs previous 13F -7,836 shares

    0.08% of the 13F portfolio, value $1,142,578.

    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 26,235 shares
    Change vs previous 13F +507 shares

    0.1% of the 13F portfolio, value $1,546,029.

    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 25,728 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,665,631.

    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).