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Cyndeo Wealth Partners, LLC: XEVVX position timeline

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

Cyndeo Wealth Partners, LLC held 391,237 XEVVX 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 391,237 shares
    Change vs previous 13F -10,000 shares

    0.17% of the 13F portfolio, value $3,665,891.

    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 401,237 shares
    Change vs previous 13F -35,891 shares

    0.2% of the 13F portfolio, value $3,791,690.

    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 437,128 shares
    Change vs previous 13F -5,633 shares

    0.23% of the 13F portfolio, value $4,331,938.

    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 442,761 shares
    Change vs previous 13F -10,151 shares

    0.25% of the 13F portfolio, value $4,494,024.

    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 452,912 shares
    Change vs previous 13F -118,032 shares

    0.28% of the 13F portfolio, value $4,646,877.

    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 570,944 shares
    Change vs previous 13F -102,350 shares

    0.37% of the 13F portfolio, value $5,698,021.

    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 673,294 shares
    Change vs previous 13F -102,794 shares

    0.44% of the 13F portfolio, value $6,578,082.

    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 776,088 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $8,156,682.

    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).