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ZynergyRetirementPlanningLLC: SCHC position timeline

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

ZynergyRetirementPlanningLLC held 20,206 SCHC 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 20,206 shares
    Change vs previous 13F +178 shares

    0.54% of the 13F portfolio, value $1,005,046.

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

  2. period ended2026-06-30
    13F 20,028 shares
    Change vs previous 13F +1,054 shares

    0.52% of the 13F portfolio, value $963,747.

    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 18,974 shares
    Change vs previous 13F -2,802 shares

    0.54% of the 13F portfolio, value $886,845.

    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 21,776 shares
    Change vs previous 13F +1,266 shares

    0.61% of the 13F portfolio, value $991,461.

    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 20,510 shares
    Change vs previous 13F +166 shares

    0.59% of the 13F portfolio, value $933,410.

    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 20,344 shares
    Change vs previous 13F +2,413 shares

    0.58% of the 13F portfolio, value $866,451.

    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 17,931 shares
    Change vs previous 13F +561 shares

    0.44% of the 13F portfolio, value $615,571.

    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 17,370 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $669,266.

    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).