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Cyndeo Wealth Partners, LLC: CZFS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cyndeo Wealth Partners, LLC on CZFS, newest first. How the timeline and the estimate are built.

Cyndeo Wealth Partners, LLC held 16,381 CZFS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,381 shares
    Change vs previous 13F +88 shares

    0.06% of the 13F portfolio, value $1,186,640.

    13F-HR 0001950947-26-000003 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,293 shares
    Change vs previous 13F +108 shares

    0.05% of the 13F portfolio, value $996,301.

    13F-HR 0001950947-26-000002 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,185 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $922,869.

    13F-HR 0001950947-26-000001 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).