Cyndeo Wealth Partners, LLC quarter change: Foreign Warrants, Unchanged
In warrants (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Cyndeo Wealth Partners, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1950947): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| FIRST HORIZON CORP | United States | $1.903B | 2,094 |
| First Trust Capital Management L.P. | United States | $1.903B | 197 |
| Distillate Capital Partners LLC | United States | $1.898B | 118 |
| Resonant Capital Advisors, LLC | United States | $1.904B | 495 |
| Eversept Partners, LP | United States | $1.896B | 120 |
| Integrated Advisors Network LLC | United States | $1.906B | 690 |
| Generali Investments CEE, investicni spolecnost, a.s. | CZECH REPUBLIC | $1.908B | 452 |
| SIGMA INVESTMENT COUNSELORS INC | United States | $1.893B | 194 |
| BANK OF HAWAII | United States | $1.909B | 277 |
| TECTONIC ADVISORS LLC | United States | $1.892B | 332 |