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Cyndeo Wealth Partners, LLC → CZFS
Cyndeo Wealth Partners, LLC CZFS Position History
Citizens Financial Services, Inc. • Banking
Quarters held
4
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $923K |
| Q1 2026 | $996K |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 16.3K | — | — |
| Q2 2026 | $1.2M | 16.4K | — | — |
| Q1 2026 | $996K | 16.3K | — | — |
| Q4 2025 | $923K | 16.2K | — | — |
Other funds holding CZFS
$6.7M
$6.7M
$6.3M
$5.7M
$5.7M
$2.5M