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ZynergyRetirementPlanningLLC: SCHF position timeline

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

ZynergyRetirementPlanningLLC held 990,229 SCHF 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 990,229 shares
    Change vs previous 13F +63,233 shares

    14.53% of the 13F portfolio, value $27,201,591.

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

  2. period ended2026-06-30
    13F 926,996 shares
    Change vs previous 13F -2,605 shares

    13.92% of the 13F portfolio, value $25,677,789.

    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 929,601 shares
    Change vs previous 13F -10,998 shares

    13.91% of the 13F portfolio, value $23,007,625.

    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 940,599 shares
    Change vs previous 13F +2,658 shares

    13.96% of the 13F portfolio, value $22,612,000.

    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 937,941 shares
    Change vs previous 13F -1,833 shares

    13.77% of the 13F portfolio, value $21,835,266.

    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 939,774 shares
    Change vs previous 13F +23,163 shares

    13.93% of the 13F portfolio, value $20,769,005.

    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 916,611 shares
    Change vs previous 13F +478,479 shares

    12.03% of the 13F portfolio, value $16,957,304.

    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 438,132 shares
    Change vs previous 13F not available

    12.69% of the 13F portfolio, value $18,015,988.

    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).