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Cyndeo Wealth Partners, LLC: VZ position timeline

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

Cyndeo Wealth Partners, LLC held 263,873 VZ 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 263,873 shares
    Change vs previous 13F +9,309 shares

    0.53% of the 13F portfolio, value $11,172,370.

    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 254,564 shares
    Change vs previous 13F +5,012 shares

    0.67% of the 13F portfolio, value $12,779,092.

    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 249,552 shares
    Change vs previous 13F +9,014 shares

    0.55% of the 13F portfolio, value $10,164,233.

    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 240,538 shares
    Change vs previous 13F -219 shares

    0.59% of the 13F portfolio, value $10,571,633.

    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 240,757 shares
    Change vs previous 13F +10,106 shares

    0.62% of the 13F portfolio, value $10,417,555.

    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 230,651 shares
    Change vs previous 13F +22,301 shares

    0.69% of the 13F portfolio, value $10,462,350.

    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 208,350 shares
    Change vs previous 13F +5,829 shares

    0.56% of the 13F portfolio, value $8,331,936.

    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 202,521 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $9,095,200.

    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).