Skip to content
Disclosery

Cyndeo Wealth Partners, LLC: PH position timeline

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

Cyndeo Wealth Partners, LLC held 4,473 PH 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 4,473 shares
    Change vs previous 13F -644 shares

    0.21% of the 13F portfolio, value $4,375,142.

    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 5,117 shares
    Change vs previous 13F -1,492 shares

    0.24% of the 13F portfolio, value $4,580,542.

    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 6,609 shares
    Change vs previous 13F +96 shares

    0.31% of the 13F portfolio, value $5,809,327.

    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 6,513 shares
    Change vs previous 13F +869 shares

    0.27% of the 13F portfolio, value $4,937,931.

    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 5,644 shares
    Change vs previous 13F +53 shares

    0.23% of the 13F portfolio, value $3,942,017.

    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 5,591 shares
    Change vs previous 13F +1,135 shares

    0.22% of the 13F portfolio, value $3,398,620.

    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 4,456 shares
    Change vs previous 13F +235 shares

    0.19% of the 13F portfolio, value $2,834,091.

    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 4,221 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,666,740.

    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).