Accurate Wealth Management, LLC

Position in ZM — Zoom Communications, Inc.

CIK 1877728 WESLEY CHAPEL, FL

Position in ZM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,518,784

-$77,491 QoQ

Shares Held

29,183

-9.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#285

of 865 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $7,717,716 across 11 Software - Application names. ZM ranks #1 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZM	Zoom Communications, Inc. This page	29,183	$2,518,784
2	YOU	Clear Secure, Inc.	21,065	$1,173,952
3	CDNS	Cadence Design Systems Inc	2,242	$841,467
4	PAYC	Paycom Software, Inc.	5,035	$632,798
5	UBER	Uber Technologies, Inc	7,770	$560,683
6	ADP	Automatic Data Processing Inc	2,169	$485,747
7	NOW	ServiceNow, Inc.	4,617	$458,375
8	SHOP	Shopify Inc.	3,648	$416,528

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,518,784	29,183	-9.6%	Shares	Sole	2026-07-15
2026-03-31	$2,596,275	32,296	-19.2%	Shares	Sole	2026-04-23
2025-12-31	$3,448,148	39,960	-11.6%	Shares	Sole	2026-01-14
2025-09-30	$3,728,835	45,198	+0.6%	Shares	Sole	2025-10-20
2025-06-30	$3,504,343	44,939	+12.4%	Shares	Sole	2025-07-15
2025-03-31	$2,948,513	39,969	+40.8%	Shares	Sole	2025-04-15
2024-12-31	$2,316,091	28,380	+33.5%	Shares	Sole	2025-01-14
2024-09-30	$1,482,393	21,256	+31.5%	Shares	Sole	2024-10-17
2024-06-30	$956,806	16,165	+43.4%	Shares	Sole	2024-07-17
2024-03-31	$736,916	11,273	+190.5%	Shares	Sole	2024-04-23
2023-12-31	$279,010	3,880	+968.9%	Shares	Sole	2024-01-12
2022-12-31	$24,589	363	—	Shares	Sole	2023-01-11
No filing history on record for this holder in this stock.