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ZynergyRetirementPlanningLLC: NVDA position timeline

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

ZynergyRetirementPlanningLLC held 7,737 NVDA 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 7,737 shares
    Change vs previous 13F -1,911 shares

    0.94% of the 13F portfolio, value $1,766,976.

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

  2. period ended2026-06-30
    13F 9,648 shares
    Change vs previous 13F +2,394 shares

    1.05% of the 13F portfolio, value $1,930,469.

    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 7,254 shares
    Change vs previous 13F +5,805 shares

    0.77% of the 13F portfolio, value $1,265,098.

    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 1,449 shares
    Change vs previous 13F +73 shares

    0.17% of the 13F portfolio, value $270,239.

    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 1,376 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $256,734.

    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 1,375 shares
    Change vs previous 13F +104 shares

    0.15% of the 13F portfolio, value $217,236.

    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 1,271 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $170,683.

    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 1,271 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $154,350.

    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).