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Cyndeo Wealth Partners, LLC: PLD position timeline

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

Cyndeo Wealth Partners, LLC held 67,669 PLD 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 67,669 shares
    Change vs previous 13F +1,735 shares

    0.43% of the 13F portfolio, value $9,167,153.

    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 65,934 shares
    Change vs previous 13F +7,154 shares

    0.46% of the 13F portfolio, value $8,715,218.

    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 58,780 shares
    Change vs previous 13F +2,019 shares

    0.4% of the 13F portfolio, value $7,503,801.

    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 56,761 shares
    Change vs previous 13F -551 shares

    0.36% of the 13F portfolio, value $6,500,222.

    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 57,312 shares
    Change vs previous 13F +1,524 shares

    0.36% of the 13F portfolio, value $6,024,633.

    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 55,788 shares
    Change vs previous 13F +861 shares

    0.41% of the 13F portfolio, value $6,236,587.

    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 54,927 shares
    Change vs previous 13F +2,305 shares

    0.39% of the 13F portfolio, value $5,805,787.

    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 52,622 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $6,645,090.

    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).