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Cyndeo Wealth Partners, LLC: PWRD position timeline

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

Cyndeo Wealth Partners, LLC held 37,663 PWRD 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 37,663 shares
    Change vs previous 13F -13,312 shares

    0.22% of the 13F portfolio, value $4,631,058.

    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 50,975 shares
    Change vs previous 13F +1,081 shares

    0.26% of the 13F portfolio, value $4,983,622.

    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 49,894 shares
    Change vs previous 13F -3,635 shares

    0.26% of the 13F portfolio, value $4,797,588.

    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 53,529 shares
    Change vs previous 13F +336 shares

    0.29% of the 13F portfolio, value $5,229,296.

    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 53,193 shares
    Change vs previous 13F +1,425 shares

    0.28% of the 13F portfolio, value $4,796,413.

    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 51,768 shares
    Change vs previous 13F +2,892 shares

    0.24% of the 13F portfolio, value $3,610,601.

    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 48,876 shares
    Change vs previous 13F -1,179 shares

    0.24% of the 13F portfolio, value $3,546,931.

    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 50,055 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,700,521.

    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).