13F-HR filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-23, with 7 holding rows worth $2,267,339.
- Accession
- 0001667731-25-000115
- Filer
- CIK 1908404
- Filed
- 2025-01-23
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 7 entries on the cover page, a total value of $2,267,339 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,267,339 with VALUE read as dollars as filed, 13F file number 028-21591. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INVESCO QQQ TR | 46090E103 | COM | 996 | $509,185 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 2,061 | $355,358 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 1,445 | $339,965 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G698 | S&P 500 REVENUE | 2,919 | $285,828 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,000 | $268,580 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 924 | $266,897 | dollars as filed | |
| Apple Inc | 037833100 | COM | 964 | $241,526 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001667731-25-000115 | this filing | 2025-01-23 | acceptance time not in the bulk data set |