Cyndeo Wealth Partners, LLC
Position in FIX — Comfort Systems USA Inc
CIK 1950947
ST. PETERSBURG, FL
Position in FIX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$985,029
+$310,703 QoQ
Shares Held
497
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#772
of 1,341 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Cyndeo Wealth Partners, LLC holds $985,029 across 1 Engineering & Construction name. FIX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
This page
|
497 | $985,029 |
All Filings in FIX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $985,029 | 497 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $674,326 | 489 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $442,379 | 474 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $261,582 | 317 | Shares | Sole | 2025-10-10 | |
| 2024-12-31 | $335,007 | 790 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $308,376 | 790 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $240,254 | 790 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $250,990 | 790 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||