Skip to content
Disclosery

ZynergyRetirementPlanningLLC: NJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ZynergyRetirementPlanningLLC on NJR, newest first. How the timeline and the estimate are built.

ZynergyRetirementPlanningLLC held 4,581 NJR shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,581 shares
    Change vs previous 13F +39 shares

    0.12% of the 13F portfolio, value $231,775.

    13F-HR 0002031137-26-000003 filed by ZynergyRetirementPlanningLLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,542 shares
    Change vs previous 13F +39 shares

    0.14% of the 13F portfolio, value $254,544.

    13F-HR 0002031137-26-000001 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 4,503 shares
    Change vs previous 13F +46 shares

    0.15% of the 13F portfolio, value $247,321.

    13F-HR 0002085853-26-000404 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 4,457 shares
    Change vs previous 13F +43 shares

    0.13% of the 13F portfolio, value $205,562.

    13F-HR 0002085853-26-000023 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 4,414 shares
    Change vs previous 13F +4,414 shares

    0.13% of the 13F portfolio, value $212,514.

    13F-HR 0002085853-25-000029 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -4,289 shares

    13F-HR 0001667731-25-001265 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2025-03-31
    13F 4,289 shares
    Change vs previous 13F +41 shares

    0.14% of the 13F portfolio, value $200,069.

    13F-HR 0002031137-25-000002 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 4,248 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $200,501.

    13F-HR 0002031137-25-000001 filed by ZynergyRetirementPlanningLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).