Cyndeo Wealth Partners, LLC
Holdings in JFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $11,982,014 | 1,530,270 | Shares | Sole | 2026-01-07 |
| 2025-09-30 | $14,241,134 | 1,740,970 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $15,316,470 | 1,808,320 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $12,230,680 | 1,444,000 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $3,772,714 | 422,950 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $4,916,709 | 557,450 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $4,121,456 | 476,469 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $3,644,338 | 417,450 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $3,184,839 | 387,450 | Shares | Sole | 2024-01-12 |