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CAPTRUST FINANCIAL ADVISORS: ZM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 63,659 ZM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,659 shares
    Change vs previous 13F -51,226 shares

    0.01% of the 13F portfolio, value $5,494,384.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL 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 114,885 shares
    Change vs previous 13F -1,610 shares

    0.02% of the 13F portfolio, value $9,235,066.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL 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 116,495 shares
    Change vs previous 13F +80,497 shares

    0.02% of the 13F portfolio, value $10,052,334.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL 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 35,998 shares
    Change vs previous 13F +13,341 shares

    0.01% of the 13F portfolio, value $2,969,823.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL 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 22,657 shares
    Change vs previous 13F +6,544 shares

    <0.01% of the 13F portfolio, value $1,766,798.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL 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 16,113 shares
    Change vs previous 13F -1,862 shares

    <0.01% of the 13F portfolio, value $1,188,657.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL 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 17,975 shares
    Change vs previous 13F +6,614 shares

    <0.01% of the 13F portfolio, value $1,466,940.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL 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 11,361 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $792,316.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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