ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC: OEF position timeline

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held 924 OEF 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 924 shares

   Change vs previous 13F -64,054 shares

   11.77% of the 13F portfolio, value $266,897.

   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).

2. period ended2024-09-30

   13F 64,978 shares

   Change vs previous 13F +2,659 shares

   5.52% of the 13F portfolio, value $17,983,311.

   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).

3. period ended2024-06-30

   13F 62,319 shares

   Change vs previous 13F +3,228 shares

   5.5% of the 13F portfolio, value $16,471,019.

   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).

4. period ended2024-03-31

   13F 59,091 shares

   Change vs previous 13F +4,205 shares

   5.27% of the 13F portfolio, value $14,619,760.

   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).

5. period ended2023-12-31

   13F 54,886 shares

   Change vs previous 13F +4,042 shares

   5.02% of the 13F portfolio, value $12,260,984.

   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).

6. period ended2023-09-30

   13F 50,844 shares

   Change vs previous 13F +33,673 shares

   4.89% of the 13F portfolio, value $10,201,340.

   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).

7. period ended2023-06-30

   13F 17,171 shares

   Change vs previous 13F +8,201 shares

   1.65% of the 13F portfolio, value $3,555,427.

   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).

8. period ended2023-03-31

   13F 8,970 shares

   Change vs previous 13F not available

   0.88% of the 13F portfolio, value $1,677,749.

   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).