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Cyndeo Wealth Partners, LLC: PFE position timeline

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

Cyndeo Wealth Partners, LLC held 536,714 PFE 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 536,714 shares
    Change vs previous 13F +19,963 shares

    0.61% of the 13F portfolio, value $12,924,079.

    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 516,751 shares
    Change vs previous 13F +415,587 shares

    0.76% of the 13F portfolio, value $14,510,355.

    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 101,164 shares
    Change vs previous 13F -45,814 shares

    0.14% of the 13F portfolio, value $2,518,990.

    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 146,978 shares
    Change vs previous 13F +284 shares

    0.21% of the 13F portfolio, value $3,744,995.

    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 146,694 shares
    Change vs previous 13F +5,007 shares

    0.21% of the 13F portfolio, value $3,555,865.

    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 141,687 shares
    Change vs previous 13F +5,852 shares

    0.24% of the 13F portfolio, value $3,590,345.

    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 135,835 shares
    Change vs previous 13F -17,274 shares

    0.24% of the 13F portfolio, value $3,603,695.

    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 153,109 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,430,973.

    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).