HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in ZM — Zoom Communications, Inc.
CIK 1484205
LONG BEACH, CA
Position in ZM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$172
-$2,220 QoQ
Shares Held
2
-93.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#852
of 861 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $1,238,896 across 20 Software - Application names. ZM ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | U |
Unity Software Inc.
|
21,725 | $620,900 | |
| 2 | SNOW |
Snowflake Inc.
|
2,252 | $573,134 | |
| 3 | CRM |
Salesforce, Inc.
|
97 | $15,196 | |
| 4 | ADBE |
Adobe Inc.
|
53 | $10,866 | |
| 5 | INTU |
Intuit Inc.
|
27 | $7,047 | |
| 6 | PAYX |
Paychex Inc
|
34 | $3,343 | |
| 7 | SAP |
Sap SE
|
13 | $2,003 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
3 | $1,125 |
All Filings in ZM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172 | 2 | Shares | Sole | 2026-07-21 | |
| 2025-09-30 | $2,392 | 29 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||