Position in ZM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,208
+$83 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#812
of 861 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $2,695,459 across 22 Software - Application names. ZM ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
5,635 | $868,409 | |
| 2 | SHOP |
Shopify Inc.
|
7,597 | $867,425 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
419 | $157,259 | |
| 4 | NOW |
ServiceNow, Inc.
|
1,106 | $109,803 | |
| 5 | CRM |
Salesforce, Inc.
|
619 | $96,972 | |
| 6 | MSTR |
Strategy Inc
|
1,107 | $96,231 | |
| 7 | ADP |
Automatic Data Processing Inc
|
406 | $90,923 | |
| 8 | ADBE |
Adobe Inc.
|
426 | $87,338 |
All Filings in ZM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,208 | 14 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,125 | 14 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,208 | 14 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,155 | 14 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,091 | 14 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $8,409 | 114 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,142 | 14 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $976 | 14 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $828 | 14 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $915 | 14 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,006 | 14 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $979 | 14 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $950 | 14 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,033 | 14 | Shares | Sole | 2023-04-28 | |
| 2022-09-30 | $1,030 | 14 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $4,750 | 44 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $54,746 | 467 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $97,656 | 531 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,475,121 | 5,641 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,265,673 | 5,854 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,582,031 | 4,924 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,722 | 14 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||