Position in ZM
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$17,283
-$195,849 QoQ
Shares Held
215
-89.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 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, 2026Western Wealth Management, LLC holds $15,595,372 across 14 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
50,032 | $3,610,308 | |
| 2 | NOW |
ServiceNow, Inc.
|
28,399 | $2,819,452 | |
| 3 | CRM |
Salesforce, Inc.
|
9,795 | $1,534,484 | |
| 4 | PAYX |
Paychex Inc
|
12,340 | $1,213,392 | |
| 5 | ADP |
Automatic Data Processing Inc
|
4,322 | $967,911 | |
| 6 | MSTR |
Strategy Inc
|
11,002 | $956,403 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
|
13,647 | $846,796 | |
| 8 | ADBE |
Adobe Inc.
|
3,514 | $720,440 |
All Filings in ZM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,283 | 215 | Shares | Sole | 2026-05-19 | |
| 2022-06-30 | $213,132 | 1,974 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $269,629 | 2,300 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $201,933 | 1,098 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $368,065 | 951 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $362,415 | 1,128 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $359,920 | 1,067 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $523,232 | 1,113 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $215,509 | 850 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $208,659 | 1,428 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||