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Disclosery

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC: IUS position timeline

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

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held 0 IUS 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 -38,922 shares

    13F-HR 0001667731-25-000115 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 ended2024-09-30
    13F 38,922 shares
    Change vs previous 13F -110,437 shares

    0.6% of the 13F portfolio, value $1,957,777.

    13F-HR 0001908404-24-000005 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).

  3. period ended2024-06-30
    13F 149,359 shares
    Change vs previous 13F +38,889 shares

    2.37% of the 13F portfolio, value $7,084,097.

    13F-HR 0001908404-24-000004 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).

  4. period ended2024-03-31
    13F 110,470 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $5,242,906.

    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).