Cyndeo Wealth Partners, LLC
CIK
0001950947
City
ST. PETERSBURG
State / Country
FL
Holdings in PCN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $893,200 | 70,000 | Shares | Sole | 2026-01-07 |
| 2025-09-30 | $936,600 | 70,000 | Shares | Sole | 2025-10-10 |
| 2025-06-30 | $892,107 | 70,300 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $916,488 | 67,142 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $1,923,260 | 143,313 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $2,400,380 | 169,160 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $2,234,603 | 169,160 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $2,363,165 | 169,160 | Shares | Sole | 2024-04-17 |
| 2023-12-31 | $2,099,275 | 169,160 | Shares | Sole | 2024-01-12 |
| 2023-09-30 | $1,861,158 | 152,930 | Shares | Sole | 2023-10-10 |
| 2023-06-30 | $2,004,912 | 152,930 | Shares | Sole | 2023-07-27 |
| 2023-03-31 | $1,864,008 | 148,645 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $1,064,675 | 89,846 | Shares | Sole | 2023-01-25 |