Cyndeo Wealth Partners, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1950947
ST. PETERSBURG, FL
Position in WPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$226,437
-$37,679 QoQ
Shares Held
2,016
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#666
of 849 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Cyndeo Wealth Partners, LLC holds $226,437 across 1 Gold name. WPM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
This page
|
2,016 | $226,437 |
All Filings in WPM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,437 | 2,016 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $264,116 | 2,016 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $236,920 | 2,016 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $225,469 | 2,016 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||