Position in ZM
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$337,477
-$423,341 QoQ
Shares Held
4,198
-52.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026waypoint wealth counsel holds $78,826 across 1 Software - Application name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BULL |
Webull Corp
|
12,090 | $78,826 |
All Filings in ZM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $337,477 | 4,198 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $760,818 | 8,817 | Shares | Other | 2026-01-28 | |
| 2025-09-30 | $459,112 | 5,565 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $230,508 | 2,956 | Shares | Other | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||