ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC: ISTB position timeline

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

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held 0 ISTB shares at 2023-12-31 per its 13F-HR filed 2024-01-22.

the latest 13F is the newest step

period ended2023-12-31
13F 0 shares
Change vs previous 13F -8,606 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2023-09-30
13F 8,606 shares
Change vs previous 13F -2,648 shares
0.19% of the 13F portfolio, value $399,146.
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).
period ended2023-06-30
13F 11,254 shares
Change vs previous 13F -213 shares
0.24% of the 13F portfolio, value $524,887.
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).
period ended2023-03-31
13F 11,467 shares
Change vs previous 13F not available
0.28% of the 13F portfolio, value $540,727.
13F-HR 0001908404-23-000003 filed by ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
Filed 2023-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).