CREATIVE FINANCIAL DESIGNS INC /ADV
Position in ZM — Zoom Communications, Inc.
CIK 819864
KOKOMO, IN
Position in ZM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$949
-$1,892 QoQ
Shares Held
11
-77.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#820
of 861 holders
Holding Since
Mar 2020
19 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $5,828,007 across 39 Software - Application names. ZM ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
32,094 | $2,315,903 | |
| 2 | CRM |
Salesforce, Inc.
|
7,286 | $1,141,424 | |
| 3 | ADBE |
Adobe Inc.
|
3,056 | $626,541 | |
| 4 | SHOP |
Shopify Inc.
|
4,005 | $457,290 | |
| 5 | ROP |
Roper Technologies Inc
|
971 | $328,576 | |
| 6 | IDCC |
InterDigital, Inc.
|
507 | $143,546 | |
| 7 | ADP |
Automatic Data Processing Inc
|
589 | $131,906 | |
| 8 | PAYX |
Paychex Inc
|
1,338 | $131,565 |
All Filings in ZM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $949 | 11 | Shares | Sole | 2026-07-28 | |
| 2024-06-30 | $2,841 | 48 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,137 | 48 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,667 | 51 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,357 | 48 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,258 | 48 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,544 | 48 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $20,186 | 298 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $21,929 | 298 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $32,175 | 298 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $34,934 | 298 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $54,805 | 298 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $77,927 | 298 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $115,334 | 298 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $95,744 | 298 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $303,925 | 901 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $158,897 | 338 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $131,333 | 518 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $55,963 | 383 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||