Cyndeo Wealth Partners, LLC
Holdings in LNC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,991,463 | 224,376 | Shares | Sole | 2026-01-07 |
| 2025-09-30 | $8,742,132 | 216,765 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $7,667,982 | 221,618 | Shares | Sole | 2025-07-24 |