MLN VANECK ETF TRUST

Ownership history in Cyndeo Wealth Partners, LLC  ·  14 quarters on record

AI Ownership Summary

Cyndeo Wealth Partners, LLC reported VANECK ETF TRUST (MLN) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.53% in 2024 Q1. The latest visible filing shows MLN at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MLN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cyndeo Wealth Partners, LLC's position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MLN was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cyndeo Wealth Partners, LLC held MLN — position size vs. price
% of Fund (quarterly)    MLN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 423,684 +78,222 +22.6% 0.39% $7.4M 2026-04-13 $17.61
2025 Q4 ADDED 345,462 +12,904 +3.9% 0.33% $6.1M 2026-01-07 $17.47
2025 Q3 REDUCED 332,558 -20,688 -5.9% 0.32% $5.8M 2025-10-10 $17.23
2025 Q2 REDUCED 353,246 -22,416 -6.0% 0.35% $6.0M 2025-07-24 $16.09
2025 Q1 REDUCED 375,662 -59,912 -13.8% 0.43% $6.5M 2025-04-17 $16.30
2024 Q4 ADDED 435,574 +28,250 +6.9% 0.53% $7.8M 2025-01-21 $16.92
2024 Q3 ADDED 407,324 +62,560 +18.1% 0.52% $7.5M 2024-10-18 $17.14
2024 Q2 REDUCED 344,764 -9,290 -2.6% 0.48% $6.2M 2024-07-30 $16.90
2024 Q1 ADDED 354,054 +72,242 +25.6% 0.53% $6.4M 2024-04-17 $16.44
2023 Q4 REDUCED 281,812 -128,134 -31.3% 0.48% $5.1M 2024-01-12 $16.73
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cyndeo Wealth Partners, LLC and MLN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cyndeo Wealth Partners, LLC reported owning MLN?

Cyndeo Wealth Partners, LLC reported MLN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MLN position in Cyndeo Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for MLN was 0.53% in 2024 Q1.

What is the latest reported MLN position on this page?

The most recent filing on this page is 2026 Q1, when Cyndeo Wealth Partners, LLC reported 423,684 shares, equal to 0.39% of portfolio, with an estimated market value of $7.4M.

What does the chart on this MLN ownership page compare?

The chart compares Cyndeo Wealth Partners, LLC's quarterly MLN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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