ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC: CWS position timeline

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held 0 CWS shares at 2024-12-31 per its 13F-HR filed 2025-01-23.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -20,986 shares

   13F-HR 0001667731-25-000115 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

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

2. period ended2024-09-30

   13F 20,986 shares

   Change vs previous 13F -1,178 shares

   0.44% of the 13F portfolio, value $1,442,076.

   13F-HR 0001908404-24-000005 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
   Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 22,164 shares

   Change vs previous 13F +1,107 shares

   0.46% of the 13F portfolio, value $1,377,910.

   13F-HR 0001908404-24-000004 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
   Filed 2024-07-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 21,057 shares

   Change vs previous 13F -537 shares

   0.48% of the 13F portfolio, value $1,341,137.

   13F-HR 0001908404-24-000003 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
   Filed 2024-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 21,594 shares

   Change vs previous 13F +1,254 shares

   0.52% of the 13F portfolio, value $1,280,956.

   13F-HR 0001908404-24-000001 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
   Filed 2024-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 20,340 shares

   Change vs previous 13F +8,695 shares

   0.51% of the 13F portfolio, value $1,061,140.

   13F-HR 0001908404-23-000005 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
   Filed 2023-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 11,645 shares

   Change vs previous 13F not available

   0.29% of the 13F portfolio, value $628,248.

   13F-HR 0001908404-23-000004 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
   Filed 2023-07-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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