Position in ZM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$493,514
-$296,816 QoQ
Shares Held
6,139
-33.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026EARNED WEALTH ADVISORS, LLC holds $5,805,025 across 9 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
5,585 | $1,454,110 | |
| 2 | SHOP |
Shopify Inc.
|
11,241 | $1,283,497 | |
| 3 | ADSK |
Autodesk, Inc.
|
3,717 | $722,659 | |
| 4 | CRM |
Salesforce, Inc.
|
3,977 | $623,036 | |
| 5 | SNOW |
Snowflake Inc.
|
2,023 | $514,853 | |
| 6 | NOW |
ServiceNow, Inc.
|
4,937 | $490,145 | |
| 7 | UBER |
Uber Technologies, Inc
|
5,331 | $384,684 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,056 | $236,491 |
All Filings in ZM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $493,514 | 6,139 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $790,330 | 9,159 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $526,597 | 6,383 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $399,881 | 5,128 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $339,415 | 4,601 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $339,089 | 4,155 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $182,718 | 2,620 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||