ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC: QQQ position timeline

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

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held 996 QQQ 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 996 shares
Change vs previous 13F -52,872 shares
22.46% of the 13F portfolio, value $509,185.
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).
period ended2024-09-30
13F 53,868 shares
Change vs previous 13F +3,644 shares
8.07% of the 13F portfolio, value $26,291,393.
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 50,224 shares
Change vs previous 13F +1,636 shares
8.04% of the 13F portfolio, value $24,062,786.
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 48,588 shares
Change vs previous 13F +2,093 shares
7.77% of the 13F portfolio, value $21,573,434.
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 46,495 shares
Change vs previous 13F +3,137 shares
7.79% of the 13F portfolio, value $19,040,824.
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 43,358 shares
Change vs previous 13F +12,697 shares
7.45% of the 13F portfolio, value $15,533,970.
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 30,661 shares
Change vs previous 13F +3,181 shares
5.27% of the 13F portfolio, value $11,326,829.
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 27,480 shares
Change vs previous 13F not available
4.61% of the 13F portfolio, value $8,818,999.
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).