Game Plan Financial Advisors, LLC
Position in ZETA — Zeta Global Holdings Corp.
CIK 1802952
WESTLAKE, OH
Position in ZETA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$82,951
+$64,484 QoQ
Shares Held
4,215
+263.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#315
of 414 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZETA Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Game Plan Financial Advisors, LLC holds $4,543,301 across 13 Software - Infrastructure names. ZETA ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,830 | $2,547,726 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
9,501 | $1,108,481 | |
| 3 | ORCL |
Oracle Corp
|
4,364 | $639,544 | |
| 4 | NET |
Cloudflare, Inc.
|
350 | $85,848 | |
| 5 | ZETA |
Zeta Global Holdings Corp.
This page
|
4,215 | $82,951 | |
| 6 | TWLO |
Twilio Inc
|
202 | $41,678 | |
| 7 | BRUN |
Boost Run Inc.
|
439 | $17,037 | |
| 8 | PANW |
Palo Alto Networks Inc
|
35 | $11,935 |
All Filings in ZETA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,951 | 4,215 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $18,467 | 1,160 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $16,788 | 825 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $55,238 | 2,780 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||