Avondale Wealth Management

Position in ZM — Zoom Communications, Inc.

CIK 1738720 WEST LAKE HILLS, TX

Position in ZM

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

Position Value

$384,079

+$78,597 QoQ

Shares Held

4,450

+17.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#533

of 861 holders

Holding Since

Jun 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Avondale Wealth Management holds $413,679 across 2 Software - Application names. ZM ranks #1 (92.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ZM	Zoom Communications, Inc. This page	4,450	$384,079
2	CMRC	Commerce.com, Inc.	10,000	$29,600

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$384,079	4,450	+17.1%	Shares	Sole	2026-07-13
2026-03-31	$305,482	3,800	+159.9%	Shares	Sole	2026-04-15
2024-03-31	$95,570	1,462	-50.1%	Shares	Sole	2024-04-02
2023-12-31	$210,840	2,932	-56.8%	Shares	Sole	2024-01-10
2023-09-30	$474,333	6,782	+28.4%	Shares	Sole	2023-10-10
2023-06-30	$358,542	5,282	-25.1%	Shares	Sole	2023-07-06
2023-03-31	$520,645	7,051	+78.5%	Shares	Sole	2023-04-05
2022-12-31	$267,640	3,951	-13.2%	Shares	Sole	2023-01-06
2022-09-30	$334,908	4,551	+76.3%	Shares	Sole	2022-10-07
2022-06-30	$278,670	2,581	+24.0%	Shares	Sole	2022-07-11
2022-03-31	$243,955	2,081	-9.2%	Shares	Sole	2022-04-12
2021-12-31	$421,337	2,291	-35.6%	Shares	Sole	2022-01-11
2021-09-30	$929,894	3,556	0.0%	Shares	Sole	2021-10-12
2021-06-30	$1,376,278	3,556	-9.0%	Shares	Sole	2021-07-13
2021-03-31	$1,254,958	3,906	+458.0%	Shares	Sole	2021-04-27
2020-12-31	$236,124	700	+600.0%	Shares	Sole	2021-01-15
2020-09-30	$47,011	100	0.0%	Shares	Sole	2020-10-15
2020-06-30	$25,354	100	—	Shares	Sole	2020-07-15
No filing history on record for this holder in this stock.