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ZynergyRetirementPlanningLLC: SCHB position timeline

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

ZynergyRetirementPlanningLLC held 13,781 SCHB 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 13,781 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $403,921.

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

  2. period ended2026-06-30
    13F 13,781 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $399,098.

    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 13,781 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $345,903.

    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 13,781 shares
    Change vs previous 13F -87 shares

    0.22% of the 13F portfolio, value $361,476.

    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 13,868 shares
    Change vs previous 13F +8 shares

    0.22% of the 13F portfolio, value $356,546.

    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 13,860 shares
    Change vs previous 13F -1,563 shares

    0.22% of the 13F portfolio, value $330,284.

    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 15,423 shares
    Change vs previous 13F +10,298 shares

    0.25% of the 13F portfolio, value $350,102.

    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 5,125 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $340,915.

    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).