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Disclosery

Allegiance Financial Group Advisory Services LLC: ZM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allegiance Financial Group Advisory Services LLC on ZM, newest first. How the timeline and the estimate are built.

Allegiance Financial Group Advisory Services LLC held 4,370 ZM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,370 shares
    Change vs previous 13F +245 shares

    0.07% of the 13F portfolio, value $377,175.

    13F-HR 0001964068-26-000003 filed by Allegiance Financial Group Advisory Services 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 4,125 shares
    Change vs previous 13F -2,244 shares

    0.07% of the 13F portfolio, value $331,310.

    13F-HR 0001964068-26-000002 filed by Allegiance Financial Group Advisory Services 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 6,369 shares
    Change vs previous 13F +2,607 shares

    0.12% of the 13F portfolio, value $549,581.

    13F-HR 0001964068-26-000001 filed by Allegiance Financial Group Advisory Services 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 3,762 shares
    Change vs previous 13F +3,762 shares

    0.07% of the 13F portfolio, value $310,365.

    13F-HR 0001964068-25-000002 filed by Allegiance Financial Group Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,931 shares

    13F-HR 0001085146-25-002585 filed by Allegiance Financial Group Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 2,931 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $239,199.

    13F-HR 0001085146-25-000768 filed by Allegiance Financial Group Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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