Skip to content
Disclosery

Cyndeo Wealth Partners, LLC: PAVE position timeline

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

Cyndeo Wealth Partners, LLC held 31,435 PAVE 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 31,435 shares
    Change vs previous 13F +3,663 shares

    0.09% of the 13F portfolio, value $1,852,179.

    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 27,772 shares
    Change vs previous 13F +51 shares

    0.07% of the 13F portfolio, value $1,411,107.

    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 27,721 shares
    Change vs previous 13F -221 shares

    0.07% of the 13F portfolio, value $1,324,787.

    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 27,942 shares
    Change vs previous 13F -438 shares

    0.07% of the 13F portfolio, value $1,330,890.

    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 28,380 shares
    Change vs previous 13F -204 shares

    0.07% of the 13F portfolio, value $1,236,786.

    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 28,584 shares
    Change vs previous 13F -951 shares

    0.07% of the 13F portfolio, value $1,078,486.

    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 29,535 shares
    Change vs previous 13F +2,890 shares

    0.08% of the 13F portfolio, value $1,193,491.

    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 26,645 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,096,718.

    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).