Zinnia Wealth Advisory, LLC SEC EDGAR Filings (CIK 0002073676)

SEC EDGAR filings, ownership reports, and insider transactions for Zinnia Wealth Advisory, LLC.

Business address
3220 Sw 33 Rd Road, Ocala, FL, 34474
Top securities (13F)
BIL, NVDA, QQQ, SPMD, VGK, AAPL, SPTS, PRSD, SPTI, VTV, MSFT, SPEM, GLD, AMZN, VUG, SPSB, WMT, TSLA, SPSM, and CAT
State of incorporation
FL
Fiscal year end
31 December
Zinnia Wealth Advisory, LLC has filed 1 SEC EDGAR filings since 13 Feb 2026

Latest Filings

Recent SEC filings for Zinnia Wealth Advisory, LLC including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2026 31 Dec 2025 028-26368

About this filer

Zinnia Wealth Advisory, LLC files with the SEC under CIK 0002073676. 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.

Related pages