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Disclosery

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC: MOAT position timeline

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

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held 0 MOAT shares at 2024-09-30 per its 13F-HR filed 2024-10-24.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -5,674 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 5,674 shares
    Change vs previous 13F -18,923 shares

    0.16% of the 13F portfolio, value $491,425.

    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).

  3. period ended2024-03-31
    13F 24,597 shares
    Change vs previous 13F -64,520 shares

    0.8% of the 13F portfolio, value $2,211,270.

    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).

  4. period ended2023-12-31
    13F 89,117 shares
    Change vs previous 13F +8,750 shares

    3.09% of the 13F portfolio, value $7,563,360.

    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).

  5. period ended2023-09-30
    13F 80,367 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $6,095,033.

    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).