Cyndeo Wealth Partners, LLC SEC EDGAR Filings (CIK 0001950947)

SEC EDGAR filings, ownership reports, and insider transactions for Cyndeo Wealth Partners, LLC.

Business address
200 Central Avenue, 23 Rd Floor, St. Petersburg, FL, 33701
Top securities (13F)
MSFT, AVGO, AAPL, NVDA, AMZN, GOOGL, JPM, ABBV, JNJ, FBND, PSLV, VB, TSM, PHYS, FTGC, IAU, META, FTCB, ABT, and ORCL
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Cyndeo Wealth Partners, LLC has filed 16 SEC EDGAR filings since 25 Jan 2023

Latest Filings

Recent SEC filings for Cyndeo Wealth Partners, LLC including 13F-HR, N-PX, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Jan 2026 31 Dec 2025 028-22760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Oct 2025 30 Sep 2025 028-22760
N-PX Open N-PX document View SEC filing for N-PX 18 Aug 2025 30 Jun 2025 028-22760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jul 2025 30 Jun 2025 028-22760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Apr 2025 31 Mar 2025 028-22760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jan 2025 31 Dec 2024 028-22760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Oct 2024 30 Sep 2024 028-22760
N-PX Open N-PX document View SEC filing for N-PX 16 Aug 2024 30 Jun 2024 028-22760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jul 2024 30 Jun 2024 028-22760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Apr 2024 31 Mar 2024 028-22760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jan 2024 31 Dec 2023 028-22760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Oct 2023 30 Sep 2023 028-22760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jul 2023 30 Jun 2023 028-22760
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 25 Apr 2023 31 Mar 2023 028-22760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Apr 2023 31 Mar 2023 028-22760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jan 2023 31 Dec 2022 028-22760

About this filer

Cyndeo Wealth Partners, LLC files with the SEC under CIK 0001950947. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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