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ZynergyRetirementPlanningLLC: SCHE position timeline

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

ZynergyRetirementPlanningLLC held 115,569 SCHE 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 115,569 shares
    Change vs previous 13F +807 shares

    2.25% of the 13F portfolio, value $4,212,490.

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

  2. period ended2026-06-30
    13F 114,762 shares
    Change vs previous 13F +1,185 shares

    2.26% of the 13F portfolio, value $4,161,270.

    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 113,577 shares
    Change vs previous 13F -5,046 shares

    2.26% of the 13F portfolio, value $3,742,362.

    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 118,623 shares
    Change vs previous 13F +2,955 shares

    2.4% of the 13F portfolio, value $3,884,903.

    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 115,668 shares
    Change vs previous 13F +647 shares

    2.43% of the 13F portfolio, value $3,859,841.

    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 115,021 shares
    Change vs previous 13F +2,266 shares

    2.33% of the 13F portfolio, value $3,466,733.

    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 112,755 shares
    Change vs previous 13F -1,169 shares

    2.13% of the 13F portfolio, value $3,002,666.

    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 113,924 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $3,324,302.

    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).