Plan Group Financial, LLC

SEC CIK: 0001940033
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

ZIM holding history

ZIM Integrated Shipping Services Ltd. in every 13F filed by Plan Group Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZIM overview All 13F holders of ZIM Full Q2 2026 holdings

Shares (Q2 2026): 27,590
Value: $717.4K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of ZIM by Plan Group Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	27,590	$717.4K	0.1%	+17,000+160.5%	Added	Holders
Q1 2026	10,590	$279.0K	0.1%	+590+5.9%	Added	Holders
Q4 2025	10,000	$212.3K	0.1%	+10,000	New	Holders