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ZynergyRetirementPlanningLLC: IVV position timeline

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

ZynergyRetirementPlanningLLC held 58,112 IVV 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 58,112 shares
    Change vs previous 13F -1,427 shares

    23.77% of the 13F portfolio, value $44,505,019.

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

  2. period ended2026-06-30
    13F 59,539 shares
    Change vs previous 13F +21 shares

    24.18% of the 13F portfolio, value $44,588,162.

    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 59,518 shares
    Change vs previous 13F +2,401 shares

    23.51% of the 13F portfolio, value $38,877,753.

    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 57,117 shares
    Change vs previous 13F +360 shares

    24.15% of the 13F portfolio, value $39,121,718.

    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 56,757 shares
    Change vs previous 13F -302 shares

    23.96% of the 13F portfolio, value $37,987,460.

    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 57,059 shares
    Change vs previous 13F +2,816 shares

    23.76% of the 13F portfolio, value $35,427,933.

    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 54,243 shares
    Change vs previous 13F +1,590 shares

    22.65% of the 13F portfolio, value $31,931,769.

    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 52,653 shares
    Change vs previous 13F not available

    21.4% of the 13F portfolio, value $30,371,303.

    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).