Wiser Advisor Group LLC

Position in ZM — Zoom Communications, Inc.

CIK 2011550 PHOENIX, AZ

Position in ZM

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$2,761

+$189 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#784

of 861 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Wiser Advisor Group LLC holds $58,652 across 5 Software - Application names. ZM ranks #5 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	172	$35,263
2	CRM	Salesforce, Inc.	78	$12,219
3	PEGA	Pegasystems Inc	177	$5,304
4	DUOL	Duolingo, Inc.	27	$3,105
5	ZM	Zoom Communications, Inc. This page	32	$2,761

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,761	32	0.0%	Shares	Sole	2026-08-17
2026-03-31	$2,572	32	-99.6%	Shares	Sole	2026-04-22
2025-12-31	$622,323	7,212	+0.3%	Shares	Sole	2026-02-09
2025-09-30	$592,927	7,187	+10.3%	Shares	Sole	2025-11-14
2025-03-31	$480,759	6,517	+30.5%	Shares	Sole	2025-05-14
2024-12-31	$407,641	4,995	+13.0%	Shares	Sole	2025-02-05
2024-09-30	$308,250	4,420	+124.9%	Shares	Sole	2024-11-13
2024-06-30	$116,308	1,965	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.