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Cyndeo Wealth Partners, LLCCoreConcentrated trader

CIK: 0001950947 | ST. PETERSBURG, FL

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR562$2.2B2026-10-16SEC ↗
Q2 2026
13F-HR517$2.1B2026-07-21SEC ↗
Q1 2026
13F-HR478$1.9B2026-04-13SEC ↗
Q4 2025
13F-HR477$1.9B2026-01-07SEC ↗
Q3 2025
13F-HR474$1.8B2025-10-10SEC ↗
Q2 2025
13F-HR465$1.7B2025-07-24SEC ↗
Q1 2025
13F-HR448$1.5B2025-04-17SEC ↗
Q4 2024
13F-HR441$1.5B2025-01-21SEC ↗
Q3 2024
13F-HR444$1.4B2024-10-18SEC ↗
Q2 2024
13F-HR394$1.3B2024-07-30SEC ↗
Q1 2024
13F-HR380$1.2B2024-04-17SEC ↗
Q4 2023
13F-HR367$1.1B2024-01-12SEC ↗
Q3 2023
13F-HR339$959.5M2023-10-10SEC ↗
Q2 2023
13F-HR324$956.8M2023-07-27SEC ↗
Q1 2023Amended
13F-HR/A314$919.5M2023-04-21SEC ↗
Q4 2022
13F-HR311$851.5M2023-01-25SEC ↗