Position in ZM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$429,133
-$26,517 QoQ
Shares Held
4,972
-12.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#515
of 860 holders
Holding Since
Mar 2020
25 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, 2026IHT Wealth Management, LLC holds $21,335,488 across 17 Software - Application names. ZM ranks #12 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZ |
A2z Cust2mate Solutions Corp.
|
668,013 | $3,887,835 | |
| 2 | NOW |
ServiceNow, Inc.
|
28,671 | $2,846,456 | |
| 3 | MSTR |
Strategy Inc
|
22,643 | $1,968,355 | |
| 4 | ADBE |
Adobe Inc.
|
9,316 | $1,909,966 | |
| 5 | SNOW |
Snowflake Inc.
|
7,197 | $1,831,636 | |
| 6 | CRM |
Salesforce, Inc.
|
10,495 | $1,644,146 | |
| 7 | UBER |
Uber Technologies, Inc
|
22,566 | $1,628,362 | |
| 8 | ADP |
Automatic Data Processing Inc
|
6,581 | $1,473,814 |
All Filings in ZM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,133 | 4,972 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $455,650 | 5,668 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $207,096 | 2,400 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $213,510 | 2,588 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $207,660 | 2,663 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $241,320 | 2,957 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $234,954 | 3,369 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $397,520 | 6,716 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $413,465 | 6,325 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $507,181 | 7,053 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $441,531 | 6,313 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $421,806 | 6,214 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $473,535 | 6,413 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $452,909 | 6,686 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $494,671 | 6,722 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $568,570 | 5,266 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $619,091 | 5,281 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $953,941 | 5,187 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,152,953 | 4,409 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,582,565 | 4,089 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,276,485 | 3,973 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,154,983 | 3,424 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,639,273 | 3,487 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $785,466 | 3,098 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $589,301 | 4,033 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||