Entity Type
Company
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- Portfolio
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ZynergyRetirementPlanningLLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0002031137.
Total Filings
9
Latest Filing
09 Jan 2026
Industry
n/a
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- 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
Quick Takeaways
- ZynergyRetirementPlanningLLC is an SEC filer tracked under CIK 0002031137.
- 9 filings are listed on this profile.
- Common form coverage includes 13F-HR, N-PX.
What Changed
- Latest filing: 13F-HR filed on 09 Jan 2026.
- Report period: 31 Dec 2025.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Official SEC Source
Filer Overview
ZynergyRetirementPlanningLLC has filed 9 SEC EDGAR filings since 25 Jul 2024. Common forms include 13F-HR, N-PX.
Latest Filings
Recent SEC filings for ZynergyRetirementPlanningLLC with direct links to document and filing folders.
| 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.