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ZynergyRetirementPlanningLLC: VFH position timeline

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

ZynergyRetirementPlanningLLC held 4,856 VFH 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 4,856 shares
    Change vs previous 13F -63 shares

    0.34% of the 13F portfolio, value $631,717.

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

  2. period ended2026-06-30
    13F 4,919 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $647,340.

    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 4,919 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $594,264.

    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 4,919 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $656,637.

    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 4,919 shares
    Change vs previous 13F -32 shares

    0.41% of the 13F portfolio, value $645,570.

    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 4,951 shares
    Change vs previous 13F -140 shares

    0.42% of the 13F portfolio, value $630,262.

    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 5,091 shares
    Change vs previous 13F -52 shares

    0.43% of the 13F portfolio, value $601,094.

    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 5,143 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $565,267.

    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).