Plan Group Financial, LLC
Position in ZIM — ZIM Integrated Shipping Services Ltd.
CIK 1940033
OKLAHOMA CITY, OK
Position in ZIM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$717,340
+$438,294 QoQ
Shares Held
27,590
+160.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#111
of 245 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in ZIM Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Plan Group Financial, LLC holds $717,340 across 1 Marine Shipping name. ZIM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZIM |
ZIM Integrated Shipping Services Ltd.
This page
|
27,590 | $717,340 |
All Filings in ZIM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,340 | 27,590 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $279,046 | 10,590 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $212,300 | 10,000 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||