Position in ZM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,726
+$119 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#804
of 861 holders
Holding Since
Mar 2023
14 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, 2026Tanglewood Legacy Advisors, LLC holds $155,293 across 5 Software - Application names. ZM ranks #5 (1.1% of the industry book) .
All Filings in ZM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,726 | 20 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,607 | 20 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,725 | 20 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,650 | 20 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,559 | 20 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,475 | 20 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,632 | 20 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,394 | 20 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,183 | 20 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,307 | 20 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,438 | 20 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,398 | 20 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,357 | 20 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,476 | 20 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||