Skip to content
Disclosery

Cyndeo Wealth Partners, LLC: PHYS position timeline

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

Cyndeo Wealth Partners, LLC held 583,054 PHYS 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 583,054 shares
    Change vs previous 13F +19,956 shares

    0.83% of the 13F portfolio, value $17,590,752.

    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 563,098 shares
    Change vs previous 13F -133,333 shares

    1.05% of the 13F portfolio, value $19,956,209.

    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 696,431 shares
    Change vs previous 13F +28,702 shares

    1.24% of the 13F portfolio, value $22,996,166.

    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 667,729 shares
    Change vs previous 13F -4,610 shares

    1.1% of the 13F portfolio, value $19,778,134.

    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 672,339 shares
    Change vs previous 13F +6,909 shares

    1.01% of the 13F portfolio, value $17,043,801.

    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 665,430 shares
    Change vs previous 13F -1,543 shares

    1.05% of the 13F portfolio, value $16,010,241.

    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 666,973 shares
    Change vs previous 13F +11,513 shares

    0.91% of the 13F portfolio, value $13,432,832.

    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 655,460 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $13,358,281.

    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).