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ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC Current Holdings: USA Stocks

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC current holdings: USA Stocks

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC reported $0.00 billion in share positions in stocks (listed in the US), 3 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are BX, NVDA, AAPL.

  • BX: Country of operation United States; Class COM; Shares 2,061; Value $355,358.
  • NVDA: Country of operation United States; Class COM; Shares 2,000; Value $268,580.
  • AAPL: Country of operation United States; Class COM; Shares 964; Value $241,526.

Form 13F-HR as filed (SEC CIK 1908404): quarter ended 2024-12-31, filed 2025-01-23. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2024-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
BX
BLACKSTONE INC
United StatesCOM2,061$355,35841.06%2024-12-312025-01-23-33.88%
NVDA
NVIDIA CORPORATION
United StatesCOM2,000$268,58031.03%2024-12-312025-01-23+69.19%
AAPL
APPLE INC
United StatesCOM964$241,52627.91%2024-12-312025-01-23

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