Zimmermann Investment Management & Planning LLC
Investment Portfolio & 13F Holdings Analysis
About
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC is an institutional investment manager that filed its latest Form 13F for 2024Q4, reporting 7 holdings worth $0.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2024-12-31
Filing Details
13F-HR • 2024-12-31- Report Date
- 2024-12-31
- Filing Date
- 2025-01-23
- Total Holdings
- 7
- Total Value
- 2267339
- Accession Number
- 0001667731-25-000115
- Form Type
- 13F-HR
- CIK
- 0001908404
- Manager Name
- Zimmermann Investment Management & Planning LLC
Data Enrichment
57% identified4 identified3 unidentified
Holdings
7 positions
Manager:
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464289438
Shares:
1445(-98.3%)
Value:
$340.0M(-98.2%)
46138G698
Shares:
2919
Value:
$285.8M
464287101
Shares:
924(-98.6%)
Value:
$266.9M(-98.5%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 996 | YoY- | All Managers (Combined) | $509.2K | YoY- | |
Blackstone Inc.(BXcusip09260D107) | 2.1K | QoQ NEW(+2.1K) YoY- | All Managers (Combined) | $355.4K | QoQ NEW(+$355.4K) YoY- |
(cusip464289438)✕ | 1.4K | YoY- | All Managers (Combined) | $340.0K | YoY- |
(cusip46138G698)✕ | 2.9K | QoQ NEW(+2.9K) YoY- | All Managers (Combined) | $285.8K | QoQ NEW(+$285.8K) YoY- |
Nvidia Corp(NVDAcusip67066G104) | 2.0K | YoY- | All Managers (Combined) | $268.6K | YoY- |
(cusip464287101)✕ | 924 | YoY- | All Managers (Combined) | $266.9K | YoY- |
Apple Inc.(AAPLcusip037833100) | 964 | YoY- | All Managers (Combined) | $241.5K | YoY- |