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Disclosery

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC: DIA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC on DIA, newest first. How the timeline and the estimate are built.

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held 0 DIA shares at 2024-03-31 per its 13F-HR filed 2024-04-23.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -1,089 shares

    13F-HR 0001908404-24-000003 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
    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.

  2. period ended2023-12-31
    13F 1,089 shares
    Change vs previous 13F -2,755 shares

    0.17% of the 13F portfolio, value $410,411.

    13F-HR 0001908404-24-000001 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 3,844 shares
    Change vs previous 13F -6,859 shares

    0.62% of the 13F portfolio, value $1,287,548.

    13F-HR 0001908404-23-000005 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 10,703 shares
    Change vs previous 13F +2,837 shares

    1.71% of the 13F portfolio, value $3,680,227.

    13F-HR 0001908404-23-000004 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 7,866 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $2,616,389.

    13F-HR 0001908404-23-000003 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
    Filed (acceptance time not in the bulk data set), ingested

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