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Cyndeo Wealth Partners, LLC: PANW position timeline

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

Cyndeo Wealth Partners, LLC held 29,300 PANW 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 29,300 shares
    Change vs previous 13F +2,976 shares

    0.47% of the 13F portfolio, value $9,991,816.

    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 26,324 shares
    Change vs previous 13F +12,776 shares

    0.22% of the 13F portfolio, value $4,220,311.

    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 13,548 shares
    Change vs previous 13F -2,386 shares

    0.13% of the 13F portfolio, value $2,495,596.

    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).

  4. period ended2025-09-30
    13F 15,934 shares
    Change vs previous 13F -104 shares

    0.18% of the 13F portfolio, value $3,244,542.

    13F-HR 0001950947-25-000006 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).

  5. period ended2025-06-30
    13F 16,038 shares
    Change vs previous 13F +2,312 shares

    0.19% of the 13F portfolio, value $3,281,993.

    13F-HR 0001950947-25-000004 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).

  6. period ended2025-03-31
    13F 13,726 shares
    Change vs previous 13F -1,360 shares

    0.15% of the 13F portfolio, value $2,342,205.

    13F-HR 0001950947-25-000002 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).

  7. period ended2024-12-31
    13F 15,086 shares
    Change vs previous 13F +7,674 shares

    0.19% of the 13F portfolio, value $2,745,049.

    13F-HR 0001950947-25-000001 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).

  8. period ended2024-09-30
    13F 7,412 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,533,422.

    13F-HR 0001950947-24-000004 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).