ZynergyRetirementPlanningLLC historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 8 quarters from 2024-06-30 to 2026-06-30, ZynergyRetirementPlanningLLC opened 0 positions, added to 0, reduced 0 and sold out of 2.
- Q1 2025: Stock LIFEWARD LTD; Country of operation —; Class SHS; Shares before 11.
- Q3 2024: Stock WESTROCK CO; Country of operation United States; Class COM; Shares before 155.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2031137), 8 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-17); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-17); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-08); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-09-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-06-30.
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