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Arkadios Wealth Advisors: ZM position timeline

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

Arkadios Wealth Advisors held 19,459 ZM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,459 shares
    Change vs previous 13F -5,123 shares

    0.03% of the 13F portfolio, value $1,679,506.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 24,582 shares
    Change vs previous 13F -8,665 shares

    0.03% of the 13F portfolio, value $1,976,147.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 33,247 shares
    Change vs previous 13F -4,843 shares

    0.06% of the 13F portfolio, value $2,868,884.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 38,090 shares
    Change vs previous 13F -3,209 shares

    0.08% of the 13F portfolio, value $3,142,426.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 41,299 shares
    Change vs previous 13F +652 shares

    0.1% of the 13F portfolio, value $3,220,496.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 40,647 shares
    Change vs previous 13F +1,019 shares

    0.11% of the 13F portfolio, value $2,998,529.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 39,628 shares
    Change vs previous 13F +10,417 shares

    0.18% of the 13F portfolio, value $3,234,041.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 29,211 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,037,175.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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