Position in ZM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$575,860
+$23,099 QoQ
Shares Held
6,672
-3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#482
of 865 holders
Holding Since
Dec 2020
8 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, 2026Alta Wealth Advisors LLC holds $1,778,607 across 3 Software - Application names. ZM ranks #2 (32.4% of the industry book) .
All Filings in ZM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,860 | 6,672 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $552,761 | 6,876 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $621,805 | 7,206 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $951,720 | 11,536 | Shares | Sole | 2025-11-03 | |
| 2021-09-30 | $642,244 | 2,456 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $906,424 | 2,342 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $776,557 | 2,417 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $800,797 | 2,374 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||