Position in ZS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$212,148
-$49,209 QoQ
Shares Held
1,503
+29.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#547
of 743 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZS Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wealth Dimensions Group, Ltd. holds $13,825,960 across 7 Software - Infrastructure names. ZS ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
17,299 | $6,452,872 | |
| 2 | IOT |
Samsara Inc.
|
160,011 | $5,189,156 | |
| 3 | ORCL |
Oracle Corp
|
6,775 | $992,876 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,301 | $443,667 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,609 | $304,392 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,840 | $230,849 | |
| 7 | ZS |
Zscaler, Inc.
This page
|
1,503 | $212,148 |
All Filings in ZS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,148 | 1,503 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $261,357 | 1,162 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $348,204 | 1,162 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $397,134 | 1,265 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $251,001 | 1,265 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $228,218 | 1,265 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $216,239 | 1,265 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $245,042 | 1,275 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $276,424 | 1,435 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $317,938 | 1,435 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $223,271 | 1,435 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $209,940 | 1,435 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $235,870 | 1,435 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $214,546 | 1,435 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $346,236 | 1,435 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $461,108 | 1,435 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $373,663 | 1,425 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $361,900 | 1,675 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $277,418 | 1,616 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $342,702 | 1,716 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||