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MYCIO WEALTH PARTNERS, LLC: CB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MYCIO WEALTH PARTNERS, LLC on CB, newest first. How the timeline and the estimate are built.

MYCIO WEALTH PARTNERS, LLC held 985,086 CB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 985,086 shares
    Change vs previous 13F +34,661 shares

    62.74% of the 13F portfolio, value $335,658,204.

    13F-HR 0001371726-26-000010 filed by MYCIO 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 950,425 shares
    Change vs previous 13F -32,139 shares

    61.74% of the 13F portfolio, value $309,772,021.

    13F-HR 0001371726-26-000003 filed by MYCIO 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 982,564 shares
    Change vs previous 13F +53,710 shares

    63.5% of the 13F portfolio, value $306,677,876.

    13F-HR 0001371726-26-000002 filed by MYCIO 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 928,854 shares
    Change vs previous 13F -364 shares

    60.65% of the 13F portfolio, value $262,169,042.

    13F-HR 0001371726-25-000006 filed by MYCIO 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 929,218 shares
    Change vs previous 13F +41,095 shares

    62.2% of the 13F portfolio, value $269,213,039.

    13F-HR 0001371726-25-000004 filed by MYCIO 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 888,123 shares
    Change vs previous 13F -51,456 shares

    63.26% of the 13F portfolio, value $268,204,265.

    13F-HR 0001371726-25-000003 filed by MYCIO 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 939,579 shares
    Change vs previous 13F -4,261 shares

    62.22% of the 13F portfolio, value $259,605,678.

    13F-HR 0001371726-25-000002 filed by MYCIO 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 943,840 shares
    Change vs previous 13F not available

    62.43% of the 13F portfolio, value $272,194,018.

    13F-HR 0001371726-24-000007 filed by MYCIO WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).