ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC: JEPI position timeline

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

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

the latest 13F is the newest step

period ended2024-12-31
13F 0 shares
Change vs previous 13F -163,220 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.
period ended2024-09-30
13F 163,220 shares
Change vs previous 13F +21,590 shares
2.98% of the 13F portfolio, value $9,713,211.
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).
period ended2024-06-30
13F 141,630 shares
Change vs previous 13F +10,615 shares
2.68% of the 13F portfolio, value $8,027,574.
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).
period ended2024-03-31
13F 131,015 shares
Change vs previous 13F +5,831 shares
2.73% of the 13F portfolio, value $7,580,511.
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).
period ended2023-12-31
13F 125,184 shares
Change vs previous 13F +1,264 shares
2.82% of the 13F portfolio, value $6,882,617.
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).
period ended2023-09-30
13F 123,920 shares
Change vs previous 13F +2,384 shares
3.18% of the 13F portfolio, value $6,637,162.
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 121,536 shares
Change vs previous 13F +1,642 shares
3.13% of the 13F portfolio, value $6,724,595.
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 119,894 shares
Change vs previous 13F not available
3.42% of the 13F portfolio, value $6,546,211.
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).