POINCIANA ADVISORS GROUP, LLC
Position in ZM — Zoom Communications, Inc.
CIK 2054543
PALM BEACH GARDENS, FL
Position in ZM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$255,822
-$90,337 QoQ
Shares Held
2,964
-31.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#591
of 860 holders
Holding Since
Dec 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, 2026POINCIANA ADVISORS GROUP, LLC holds $485,641 across 3 Software - Application names. ZM ranks #1 (52.7% of the industry book) .
All Filings in ZM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,822 | 2,964 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $346,159 | 4,306 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $371,564 | 4,306 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $358,215 | 4,342 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $410,252 | 5,261 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $356,161 | 4,828 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $399,154 | 4,891 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||