EVOKE WEALTH, LLC

Position in ZM — Zoom Communications, Inc.

CIK 1793432 Los Angeles, CA

Position in ZM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$961,464

-$164,706 QoQ

Shares Held

11,960

-8.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$961,464	11,960	-8.4%	Shares	Sole	2026-05-15
2025-12-31	$1,126,170	13,051	+19.2%	Shares	Sole	2026-02-06
2025-09-30	$903,375	10,950	+34.6%	Shares	Sole	2025-11-14
2025-06-30	$634,445	8,136	+22.2%	Shares	Sole	2025-08-07
2025-03-31	$491,086	6,657	+0.3%	Shares	Sole	2025-05-13
2024-12-31	$541,482	6,635	+23.0%	Shares	Sole	2025-02-10
2024-09-30	$376,107	5,393	+2.4%	Shares	Sole	2024-11-13
2024-03-31	$344,434	5,269	+7.7%	Shares	Sole	2024-05-15
2023-09-30	$342,286	4,894	-11.2%	Shares	Sole	2023-11-13
2023-06-30	$374,154	5,512	+0.6%	Shares	Sole	2023-08-09
2023-03-31	$404,495	5,478	-0.5%	Shares	Sole	2023-05-08
2022-12-31	$372,976	5,506	+0.5%	Shares	Sole	2023-02-10
2022-09-30	$403,346	5,481	-21.4%	Shares	Sole	2022-11-07
2022-06-30	$752,658	6,971	+0.0%	Shares	Sole	2022-08-04
2022-03-31	$816,858	6,968	+1.0%	Shares	Sole	2022-05-10
2021-12-31	$1,268,611	6,898	0.0%	Shares	Sole	2022-02-09
2021-09-30	$1,803,827	6,898	0.0%	Shares	Sole	2021-11-12
2021-06-30	$2,669,732	6,898	-0.2%	Shares	Sole	2021-08-05
2021-03-31	$2,221,399	6,914	+1046.6%	Shares	Sole	2021-05-13
2020-12-31	$203,403	603	-4.0%	Shares	Sole	2021-02-12
2020-09-30	$295,229	628	+109.3%	Shares	Sole	2020-11-13
2020-06-30	$76,062	300	-96.5%	Shares	Sole	2020-08-10
2020-03-31	$1,262,769	8,642	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.