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Accurate Wealth Management, LLC: ZM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on ZM, newest first. How the timeline and the estimate are built.

Accurate Wealth Management, LLC held 29,183 ZM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,183 shares
    Change vs previous 13F -3,113 shares

    0.25% of the 13F portfolio, value $2,619,481.

    13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,296 shares
    Change vs previous 13F -7,664 shares

    0.31% of the 13F portfolio, value $2,560,107.

    13F-HR 0001754960-26-000311 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,960 shares
    Change vs previous 13F -5,238 shares

    0.43% of the 13F portfolio, value $3,403,848.

    13F-HR 0001754960-26-000054 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 45,198 shares
    Change vs previous 13F +259 shares

    0.48% of the 13F portfolio, value $3,585,088.

    13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 44,939 shares
    Change vs previous 13F +4,970 shares

    0.52% of the 13F portfolio, value $3,372,672.

    13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,969 shares
    Change vs previous 13F +11,589 shares

    0.54% of the 13F portfolio, value $2,851,388.

    13F-HR 0001754960-25-000190 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,380 shares
    Change vs previous 13F +7,124 shares

    0.43% of the 13F portfolio, value $2,255,075.

    13F-HR 0001754960-25-000019 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,256 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,454,292.

    13F-HR 0001754960-24-000509 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).