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ZynergyRetirementPlanningLLC: SCHP position timeline

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

ZynergyRetirementPlanningLLC held 677,791 SCHP 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 677,791 shares
    Change vs previous 13F +203,821 shares

    9.1% of the 13F portfolio, value $17,032,877.

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

  2. period ended2026-06-30
    13F 473,970 shares
    Change vs previous 13F +22,129 shares

    6.81% of the 13F portfolio, value $12,560,205.

    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 451,841 shares
    Change vs previous 13F +27,748 shares

    7.27% of the 13F portfolio, value $12,023,489.

    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 424,093 shares
    Change vs previous 13F -5,318 shares

    6.94% of the 13F portfolio, value $11,234,224.

    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 429,411 shares
    Change vs previous 13F +5,891 shares

    7.3% of the 13F portfolio, value $11,572,626.

    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 423,520 shares
    Change vs previous 13F +7,405 shares

    7.58% of the 13F portfolio, value $11,299,514.

    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 416,115 shares
    Change vs previous 13F +211,374 shares

    7.62% of the 13F portfolio, value $10,748,250.

    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 204,741 shares
    Change vs previous 13F not available

    7.74% of the 13F portfolio, value $10,980,260.

    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).