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Cyndeo Wealth Partners, LLC: PLTR position timeline

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

Cyndeo Wealth Partners, LLC held 81,766 PLTR 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 81,766 shares
    Change vs previous 13F -1,708 shares

    0.45% of the 13F portfolio, value $9,539,612.

    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 83,474 shares
    Change vs previous 13F -872 shares

    0.64% of the 13F portfolio, value $12,210,542.

    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 84,346 shares
    Change vs previous 13F -11,586 shares

    0.81% of the 13F portfolio, value $14,992,435.

    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 95,932 shares
    Change vs previous 13F -3,754 shares

    0.97% of the 13F portfolio, value $17,499,982.

    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 99,686 shares
    Change vs previous 13F +817 shares

    0.81% of the 13F portfolio, value $13,589,188.

    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 98,869 shares
    Change vs previous 13F -70,352 shares

    0.55% of the 13F portfolio, value $8,344,560.

    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 169,221 shares
    Change vs previous 13F -1,183 shares

    0.87% of the 13F portfolio, value $12,798,180.

    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 170,404 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $6,339,029.

    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).