Peak Retirement Planning, Inc.
PensionPosition in ZM — Zoom Communications, Inc.
CIK 2056697
COLUMBUS, OH
Position in ZM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,703,821
+$97,365 QoQ
Shares Held
42,913
-4.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#240
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, 2026Peak Retirement Planning, Inc. holds $6,749,494 across 2 Software - Application names. ZM ranks #1 (54.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
This page
|
42,913 | $3,703,821 | |
| 2 | PAYX |
Paychex Inc
|
30,974 | $3,045,673 |
All Filings in ZM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,703,821 | 42,913 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,606,456 | 44,862 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,809,774 | 32,562 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,169,502 | 26,297 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,416,740 | 18,168 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $1,113,189 | 15,090 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $960,712 | 11,772 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||