NORTHWEST WEALTH MANAGEMENT, LLC

Position in ZM — Zoom Communications, Inc.

CIK 1695344 SPENCER, IA

Position in ZM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$207,402

-$90,844 QoQ

Shares Held

2,403

-35.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#624

of 861 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

NORTHWEST WEALTH MANAGEMENT, LLC holds $1,375,253 across 5 Software - Application names. ZM ranks #4 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TEAM	Atlassian Corp	5,142	$399,996
2	SNOW	Snowflake Inc.	1,520	$386,840
3	DDOG	Datadog, Inc.	987	$256,975
4	ZM	Zoom Communications, Inc. This page	2,403	$207,402
5	FRSH	Freshworks Inc.	12,257	$124,040

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,402	2,403	-35.2%	Shares	Sole	2026-07-13
2026-03-31	$298,246	3,710	-25.5%	Shares	Sole	2026-04-14
2025-12-31	$429,810	4,981	—	Shares	Sole	2026-01-14
No filing history on record for this holder in this stock.