Position in ZM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$13,291
+$1,233 QoQ
Shares Held
154
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#715
of 861 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $1,422,334 across 54 Software - Application names. ZM ranks #17 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,639 | $367,054 | |
| 2 | INTU |
Intuit Inc.
|
812 | $211,932 | |
| 3 | ROP |
Roper Technologies Inc
|
468 | $158,366 | |
| 4 | IDCC |
InterDigital, Inc.
|
456 | $129,107 | |
| 5 | DDOG |
Datadog, Inc.
|
369 | $96,072 | |
| 6 | CRM |
Salesforce, Inc.
|
590 | $92,429 | |
| 7 | SHOP |
Shopify Inc.
|
605 | $69,078 | |
| 8 | UBER |
Uber Technologies, Inc
|
832 | $60,037 |
All Filings in ZM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,291 | 154 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $12,058 | 150 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $13,892 | 161 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $13,530 | 164 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,334 | 171 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,975 | 203 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $15,505 | 190 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $12,971 | 186 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $9,647 | 163 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,733 | 103 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,406 | 103 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,252 | 118 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $7,874 | 116 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $8,417 | 114 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $7,586 | 112 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,193 | 288 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $35,846 | 332 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $34,465 | 294 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $40,276 | 219 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $54,915 | 210 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $32,123 | 83 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $26,667 | 83 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $31,708 | 94 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $40,429 | 86 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $22,818 | 90 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,383 | 30 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||