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ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC: KCE position timeline

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

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held 0 KCE 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 -47,773 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 47,773 shares
    Change vs previous 13F +33,991 shares

    1.83% of the 13F portfolio, value $5,965,919.

    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 13,782 shares
    Change vs previous 13F -2,914 shares

    0.51% of the 13F portfolio, value $1,519,991.

    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 16,696 shares
    Change vs previous 13F -25,661 shares

    0.66% of the 13F portfolio, value $1,845,774.

    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).

  5. period ended2023-12-31
    13F 42,357 shares
    Change vs previous 13F +5,503 shares

    1.77% of the 13F portfolio, value $4,319,215.

    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).

  6. period ended2023-09-30
    13F 36,854 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $3,197,346.

    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).