United Financial Planning Group LLC
Position in ZM — Zoom Communications, Inc.
CIK 2088337
HAUPPAUGE, NY
Position in ZM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,651
+$799 QoQ
Shares Held
135
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#720
of 861 holders
Holding Since
Mar 2026
2 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, 2026United Financial Planning Group LLC holds $113,644 across 13 Software - Application names. ZM ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
180 | $17,870 | |
| 2 | ADSK |
Autodesk, Inc.
|
88 | $17,108 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
37 | $13,886 | |
| 4 | ZM |
Zoom Communications, Inc.
This page
|
135 | $11,651 | |
| 5 | SAP |
Sap SE
|
60 | $9,246 | |
| 6 | SHOP |
Shopify Inc.
|
68 | $7,764 | |
| 7 | INTU |
Intuit Inc.
|
27 | $7,047 | |
| 8 | UBER |
Uber Technologies, Inc
|
88 | $6,350 |
All Filings in ZM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,651 | 135 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,852 | 135 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||