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ZynergyRetirementPlanningLLC: SCHV position timeline

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

ZynergyRetirementPlanningLLC held 96,985 SCHV 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 96,985 shares
    Change vs previous 13F -604 shares

    1.73% of the 13F portfolio, value $3,230,570.

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

  2. period ended2026-06-30
    13F 97,589 shares
    Change vs previous 13F -1,075 shares

    1.84% of the 13F portfolio, value $3,397,073.

    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 98,664 shares
    Change vs previous 13F -3,142 shares

    1.82% of the 13F portfolio, value $3,009,252.

    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 101,806 shares
    Change vs previous 13F -222 shares

    1.86% of the 13F portfolio, value $3,014,476.

    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 102,028 shares
    Change vs previous 13F -1,464 shares

    1.87% of the 13F portfolio, value $2,970,035.

    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 103,492 shares
    Change vs previous 13F -19,958 shares

    1.92% of the 13F portfolio, value $2,863,624.

    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 123,450 shares
    Change vs previous 13F +78,739 shares

    2.28% of the 13F portfolio, value $3,218,342.

    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 44,711 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $3,593,423.

    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).