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ZynergyRetirementPlanningLLC: HD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ZynergyRetirementPlanningLLC on HD, newest first. How the timeline and the estimate are built.

ZynergyRetirementPlanningLLC held 1,499 HD shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,499 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $426,451.

    13F-HR 0002031137-26-000003 filed by ZynergyRetirementPlanningLLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,499 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $528,667.

    13F-HR 0002031137-26-000001 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,499 shares
    Change vs previous 13F -56 shares

    0.3% of the 13F portfolio, value $493,006.

    13F-HR 0002085853-26-000404 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,555 shares
    Change vs previous 13F -51 shares

    0.33% of the 13F portfolio, value $535,076.

    13F-HR 0002085853-26-000023 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,606 shares
    Change vs previous 13F -53 shares

    0.41% of the 13F portfolio, value $650,735.

    13F-HR 0002085853-25-000029 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,659 shares
    Change vs previous 13F -82 shares

    0.41% of the 13F portfolio, value $608,256.

    13F-HR 0001667731-25-001265 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,741 shares
    Change vs previous 13F -30 shares

    0.48% of the 13F portfolio, value $677,232.

    13F-HR 0002031137-25-000002 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,771 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $717,609.

    13F-HR 0002031137-25-000001 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).