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Cyndeo Wealth Partners, LLC: ZROZ position timeline

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

Cyndeo Wealth Partners, LLC held 154,331 ZROZ 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 154,331 shares
    Change vs previous 13F +4,843 shares

    0.47% of the 13F portfolio, value $9,892,632.

    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 149,488 shares
    Change vs previous 13F +41,537 shares

    0.5% of the 13F portfolio, value $9,568,748.

    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 107,951 shares
    Change vs previous 13F +3,849 shares

    0.37% of the 13F portfolio, value $6,935,825.

    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 104,102 shares
    Change vs previous 13F +714 shares

    0.39% of the 13F portfolio, value $7,074,785.

    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 103,388 shares
    Change vs previous 13F +1,552 shares

    0.41% of the 13F portfolio, value $6,934,263.

    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 101,836 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $7,294,513.

    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).