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ZynergyRetirementPlanningLLC: SCHA position timeline

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

ZynergyRetirementPlanningLLC held 569,965 SCHA 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 569,965 shares
    Change vs previous 13F +4,156 shares

    9.93% of the 13F portfolio, value $18,597,972.

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

  2. period ended2026-06-30
    13F 565,809 shares
    Change vs previous 13F -5,784 shares

    11.08% of the 13F portfolio, value $20,442,679.

    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 571,593 shares
    Change vs previous 13F -10,718 shares

    10.05% of the 13F portfolio, value $16,621,924.

    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 582,311 shares
    Change vs previous 13F +10,442 shares

    10.24% of the 13F portfolio, value $16,584,217.

    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 571,869 shares
    Change vs previous 13F +5,086 shares

    10.06% of the 13F portfolio, value $15,955,145.

    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 566,783 shares
    Change vs previous 13F +35,669 shares

    9.62% of the 13F portfolio, value $14,339,610.

    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 531,114 shares
    Change vs previous 13F +265,541 shares

    9.74% of the 13F portfolio, value $13,734,608.

    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 265,573 shares
    Change vs previous 13F not available

    9.64% of the 13F portfolio, value $13,677,010.

    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).