Skip to content
Disclosery

Cyndeo Wealth Partners, LLC: PDI position timeline

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

Cyndeo Wealth Partners, LLC held 927,452 PDI 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 927,452 shares
    Change vs previous 13F +307,630 shares

    0.73% of the 13F portfolio, value $15,488,448.

    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 619,822 shares
    Change vs previous 13F +147,900 shares

    0.56% of the 13F portfolio, value $10,605,154.

    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 471,922 shares
    Change vs previous 13F +46,240 shares

    0.45% of the 13F portfolio, value $8,357,739.

    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 425,682 shares
    Change vs previous 13F -5,160 shares

    0.47% of the 13F portfolio, value $8,428,504.

    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 430,842 shares
    Change vs previous 13F +58,761 shares

    0.48% of the 13F portfolio, value $8,173,073.

    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 372,081 shares
    Change vs previous 13F +117,423 shares

    0.48% of the 13F portfolio, value $7,367,204.

    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 254,658 shares
    Change vs previous 13F +182,879 shares

    0.32% of the 13F portfolio, value $4,670,428.

    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 71,779 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,454,960.

    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).