Talon Private Wealth, LLC

Position in ZM — Zoom Communications, Inc.

CIK 1990467 THE VILLAGES, FL

Position in ZM

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$641,431

+$581,231 QoQ

Shares Held

7,979

+933.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Talon Private Wealth, LLC holds $3,038,443 across 4 Software - Application names. ZM ranks #4 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	7,927	$828,767
2	CRM	Salesforce, Inc.	4,260	$795,214
3	UBER	Uber Technologies, Inc	10,747	$773,031
4	ZM	Zoom Communications, Inc. This page	7,979	$641,431

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$641,431	7,979	+933.5%	Shares	Defined	2026-05-18
2025-06-30	$60,200	772	+274.8%	Shares	Sole	2025-08-14
2024-12-31	$16,811	206	-1.9%	Shares	Sole	2025-04-01
2024-09-30	$14,645	210	—	Shares	Sole	2025-04-01
No filing history on record for this holder in this stock.