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ZynergyRetirementPlanningLLC: VB position timeline

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

ZynergyRetirementPlanningLLC held 1,354 VB 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 1,354 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $385,199.

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

  2. period ended2026-06-30
    13F 1,354 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $410,424.

    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 1,354 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $354,640.

    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 1,354 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $349,264.

    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 1,354 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $344,295.

    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 1,354 shares
    Change vs previous 13F -58 shares

    0.22% of the 13F portfolio, value $320,871.

    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 1,412 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $339,275.

    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 1,412 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $334,941.

    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).