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Cyndeo Wealth Partners, LLC: PG position timeline

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

Cyndeo Wealth Partners, LLC held 22,983 PG 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 22,983 shares
    Change vs previous 13F +209 shares

    0.16% of the 13F portfolio, value $3,370,221.

    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 22,774 shares
    Change vs previous 13F -32,082 shares

    0.17% of the 13F portfolio, value $3,289,455.

    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 54,856 shares
    Change vs previous 13F -1,942 shares

    0.42% of the 13F portfolio, value $7,861,413.

    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 56,798 shares
    Change vs previous 13F +1,056 shares

    0.49% of the 13F portfolio, value $8,727,050.

    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 55,742 shares
    Change vs previous 13F +1,546 shares

    0.53% of the 13F portfolio, value $8,880,784.

    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 54,196 shares
    Change vs previous 13F -785 shares

    0.61% of the 13F portfolio, value $9,236,077.

    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 54,981 shares
    Change vs previous 13F +1,553 shares

    0.62% of the 13F portfolio, value $9,217,510.

    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 53,428 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $9,253,788.

    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).