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Cyndeo Wealth Partners, LLC: PSLV position timeline

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

Cyndeo Wealth Partners, LLC held 576,722 PSLV 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 576,722 shares
    Change vs previous 13F +31,687 shares

    0.51% of the 13F portfolio, value $10,882,745.

    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 545,035 shares
    Change vs previous 13F -511,692 shares

    0.7% of the 13F portfolio, value $13,293,404.

    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 1,056,727 shares
    Change vs previous 13F +19,200 shares

    1.35% of the 13F portfolio, value $24,991,603.

    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 1,037,527 shares
    Change vs previous 13F -13,776 shares

    0.91% of the 13F portfolio, value $16,289,177.

    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 1,051,303 shares
    Change vs previous 13F +20,106 shares

    0.76% of the 13F portfolio, value $12,867,943.

    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 1,031,197 shares
    Change vs previous 13F +18,598 shares

    0.79% of the 13F portfolio, value $11,961,880.

    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 1,012,599 shares
    Change vs previous 13F +27,414 shares

    0.66% of the 13F portfolio, value $9,771,576.

    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 985,185 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $10,295,186.

    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).