McGlone Suttner Wealth Management, Inc.

Position in ZM — Zoom Communications, Inc.

CIK 1964819 APPLETON, WI

Position in ZM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$251,938

+$15,672 QoQ

Shares Held

2,919

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#593

of 861 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

McGlone Suttner Wealth Management, Inc. holds $1,123,175 across 3 Software - Application names. ZM ranks #3 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	1,196	$448,882
2	CRM	Salesforce, Inc.	2,696	$422,355
3	ZM	Zoom Communications, Inc. This page	2,919	$251,938

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,938	2,919	-0.7%	Shares	Sole	2026-07-21
2026-03-31	$236,266	2,939	0.0%	Shares	Sole	2026-04-21
2025-12-31	$253,606	2,939	—	Shares	Sole	2026-01-15
No filing history on record for this holder in this stock.