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

Recent SEC filings for ZynergyRetirementPlanningLLC including 13F-HR, N-PX.

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

About this filer

ZynergyRetirementPlanningLLC files with the SEC under CIK 0002031137. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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