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Plan Group Financial, LLC → ZIM
Plan Group Financial, LLC ZIM Position History
ZIM Integrated Shipping Services Ltd. • Transportation & Utilities
Quarters held
4
Latest value
$236K
Q3 2026
Peak value
$717K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $212K |
| Q1 2026 | $279K |
| Q2 2026 | $717K |
| Q3 2026 | $236K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $236K | 8.1K | — | — |
| Q2 2026 | $717K | 27.6K | — | — |
| Q1 2026 | $279K | 10.6K | — | — |
| Q4 2025 | $212K | 10.0K | — | — |