BAM Wealth Management, LLC

Position in ZM — Zoom Communications, Inc.

CIK 2093649 LAKEWOOD, CO

Position in ZM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$332,465

-$28,566 QoQ

Shares Held

3,852

-14.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#553

of 861 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BAM Wealth Management, LLC holds $1,031,194 across 3 Software - Application names. ZM ranks #2 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	4,252	$418,099
2	ZM	Zoom Communications, Inc. This page	3,852	$332,465
3	UBER	Uber Technologies, Inc	3,889	$280,630

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,465	3,852	-14.2%	Shares	Other	2026-07-14
2026-03-31	$361,031	4,491	+10.3%	Shares	Sole	2026-04-17
2025-12-31	$351,199	4,070	+4.8%	Shares	Sole	2026-01-20
2025-09-30	$320,512	3,885	—	Shares	Sole	2025-10-31
No filing history on record for this holder in this stock.