Skip to content
Disclosery

ZynergyRetirementPlanningLLC: SCHH position timeline

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

ZynergyRetirementPlanningLLC held 859,959 SCHH 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 859,959 shares
    Change vs previous 13F +39,242 shares

    10.12% of the 13F portfolio, value $18,953,496.

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

  2. period ended2026-06-30
    13F 820,717 shares
    Change vs previous 13F +14,395 shares

    10.54% of the 13F portfolio, value $19,434,579.

    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 806,322 shares
    Change vs previous 13F +54,732 shares

    10.48% of the 13F portfolio, value $17,327,860.

    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 751,590 shares
    Change vs previous 13F +5,189 shares

    9.69% of the 13F portfolio, value $15,700,715.

    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 746,401 shares
    Change vs previous 13F +16,948 shares

    10.15% of the 13F portfolio, value $16,099,870.

    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 729,453 shares
    Change vs previous 13F +38,788 shares

    10.35% of the 13F portfolio, value $15,435,225.

    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 690,665 shares
    Change vs previous 13F +17,118 shares

    10.32% of the 13F portfolio, value $14,545,405.

    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 673,547 shares
    Change vs previous 13F not available

    11% of the 13F portfolio, value $15,606,084.

    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).