ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC: IAGG position timeline

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held 0 IAGG 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 -90,601 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 90,601 shares

   Change vs previous 13F -2,661 shares

   1.44% of the 13F portfolio, value $4,694,944.

   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 93,262 shares

   Change vs previous 13F +7,134 shares

   1.56% of the 13F portfolio, value $4,655,639.

   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 86,128 shares

   Change vs previous 13F +7,896 shares

   1.55% of the 13F portfolio, value $4,302,094.

   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 78,232 shares

   Change vs previous 13F +3,322 shares

   1.59% of the 13F portfolio, value $3,895,954.

   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 74,910 shares

   Change vs previous 13F +56,912 shares

   1.75% of the 13F portfolio, value $3,654,110.

   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 17,998 shares

   Change vs previous 13F not available

   0.41% of the 13F portfolio, value $887,121.

   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).