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Cyndeo Wealth Partners, LLC: WMB position timeline

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

Cyndeo Wealth Partners, LLC held 63,760 WMB 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 63,760 shares
    Change vs previous 13F +60,206 shares

    0.22% of the 13F portfolio, value $4,739,908.

    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 3,554 shares
    Change vs previous 13F -144,349 shares

    0.01% of the 13F portfolio, value $258,647.

    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 147,903 shares
    Change vs previous 13F +5,480 shares

    0.48% of the 13F portfolio, value $8,890,428.

    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 142,423 shares
    Change vs previous 13F -608 shares

    0.5% of the 13F portfolio, value $9,022,510.

    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 143,031 shares
    Change vs previous 13F +6,102 shares

    0.53% of the 13F portfolio, value $8,983,759.

    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 136,929 shares
    Change vs previous 13F -13,378 shares

    0.54% of the 13F portfolio, value $8,182,869.

    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 150,307 shares
    Change vs previous 13F +2,497 shares

    0.55% of the 13F portfolio, value $8,134,610.

    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 147,810 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $6,747,510.

    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).