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Cyndeo Wealth Partners, LLC: YLD position timeline

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

Cyndeo Wealth Partners, LLC held 1,112,557 YLD 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 1,112,557 shares
    Change vs previous 13F +41,774 shares

    1% of the 13F portfolio, value $21,227,583.

    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 1,070,783 shares
    Change vs previous 13F +98,935 shares

    1.07% of the 13F portfolio, value $20,302,053.

    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 971,848 shares
    Change vs previous 13F +38,514 shares

    1% of the 13F portfolio, value $18,469,966.

    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 933,334 shares
    Change vs previous 13F -4,492 shares

    1.01% of the 13F portfolio, value $18,152,607.

    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 937,826 shares
    Change vs previous 13F +8,289 shares

    1.08% of the 13F portfolio, value $18,165,695.

    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 929,537 shares
    Change vs previous 13F +49,077 shares

    1.16% of the 13F portfolio, value $17,707,672.

    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 880,460 shares
    Change vs previous 13F +16,051 shares

    1.14% of the 13F portfolio, value $16,887,229.

    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 864,409 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $16,881,900.

    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).