Cyndeo Wealth Partners, LLC
CIK
0001950947
City
ST. PETERSBURG
State / Country
FL
Holdings in RQI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,452,951 | 302,360 | Shares | Sole | 2026-01-07 |
| 2025-09-30 | $4,323,473 | 346,710 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $4,316,539 | 346,710 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $5,032,917 | 400,710 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $3,731,486 | 304,860 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $2,790,923 | 196,960 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $2,399,772 | 205,460 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $3,224,876 | 266,960 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $3,267,590 | 266,960 | Shares | Sole | 2024-01-12 |
| 2023-09-30 | $1,050,860 | 103,840 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $1,204,544 | 103,840 | Shares | Sole | 2023-07-27 |
| 2023-03-31 | $1,461,058 | 122,572 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $922,242 | 80,195 | Shares | Sole | 2023-01-25 |