ZynergyRetirementPlanningLLC SEC EDGAR Filings (CIK 0002031137)

SEC EDGAR filings, ownership reports, and insider transactions for ZynergyRetirementPlanningLLC.

Business address
10 Route 35, 3 Rd Floor, Red Bank, NJ, 07701
Top securities (13F)
IVV, SCHZ, SCHF, SCHA, SCHH, SCHO, SCHP, SCHE, SCHV, AAPL, SCHC, QQQ, VFH, SCHG, HD, VTV, VEU, SCHD, GLD, and SCHB
State of incorporation
NJ
Fiscal year end
31 December
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ZynergyRetirementPlanningLLC has filed 9 SEC EDGAR filings since 25 Jul 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 09 Jan 2026 31 Dec 2025 028-24235
13F-HR Open Document Open Filing 08 Oct 2025 30 Sep 2025 028-24235
N-PX Open Document Open Filing 25 Sep 2025 30 Jun 2025 028-24235
13F-HR Open Document Open Filing 04 Sep 2025 30 Jun 2025 028-24235
13F-HR Open Document Open Filing 24 Apr 2025 31 Mar 2025 028-24235
13F-HR Open Document Open Filing 23 Jan 2025 31 Dec 2024 028-24235
13F-HR Open Document Open Filing 07 Nov 2024 30 Sep 2024 028-24235
N-PX Open Document Open Filing 22 Aug 2024 22 Aug 2024 028-24235
13F-HR Open Document Open Filing 25 Jul 2024 30 Jun 2024 028-24235