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Cyndeo Wealth Partners, LLC: PIZ position timeline

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

Cyndeo Wealth Partners, LLC held 20,629 PIZ 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 20,629 shares
    Change vs previous 13F -283 shares

    0.05% of the 13F portfolio, value $1,153,153.

    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 20,912 shares
    Change vs previous 13F -1,631 shares

    0.05% of the 13F portfolio, value $1,035,564.

    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 22,543 shares
    Change vs previous 13F -538 shares

    0.06% of the 13F portfolio, value $1,104,197.

    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 23,081 shares
    Change vs previous 13F -454 shares

    0.06% of the 13F portfolio, value $1,100,397.

    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 23,535 shares
    Change vs previous 13F -712 shares

    0.06% of the 13F portfolio, value $1,081,438.

    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 24,247 shares
    Change vs previous 13F -14 shares

    0.06% of the 13F portfolio, value $923,312.

    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 24,261 shares
    Change vs previous 13F -2,336 shares

    0.06% of the 13F portfolio, value $881,038.

    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 26,597 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,007,746.

    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).