Prestige Wealth Management Group LLC
Position in ZM — Zoom Communications, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in ZM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,948
-$437 QoQ
Shares Held
74
0.0% 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
22 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, 2026Prestige Wealth Management Group LLC holds $1,328,398 across 28 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
4,048 | $906,548 | |
| 2 | INTU |
Intuit Inc.
|
633 | $165,213 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
111 | $41,659 | |
| 4 | NOW |
ServiceNow, Inc.
|
400 | $39,711 | |
| 5 | UBER |
Uber Technologies, Inc
|
527 | $38,027 | |
| 6 | FROG |
JFrog Ltd
|
300 | $27,264 | |
| 7 | CRM |
Salesforce, Inc.
|
130 | $20,365 | |
| 8 | PAYX |
Paychex Inc
|
169 | $16,617 |
All Filings in ZM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,948 | 74 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,385 | 74 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,250 | 100 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $7,798 | 100 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $7,377 | 100 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $11,343 | 139 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $6,974 | 100 | Shares | Sole | 2026-02-20 | |
| 2024-06-30 | $5,919 | 100 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $6,537 | 100 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $7,191 | 100 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $6,994 | 100 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $6,788 | 100 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $7,384 | 100 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $6,774 | 100 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $12,509 | 170 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $17,382 | 161 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $20,514 | 175 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $23,172 | 126 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $3,399 | 13 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $12,771 | 33 | Shares | Other | 2021-08-12 | |
| 2020-12-31 | $2,698 | 8 | Shares | Other | 2021-02-17 | |
| 2020-03-31 | $86,795 | 594 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||