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Disclosery

Clearstead Advisors, LLC: ZM position timeline

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

Clearstead Advisors, LLC held 159,482 ZM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,482 shares
    Change vs previous 13F -10,051 shares

    0.13% of the 13F portfolio, value $13,764,883.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 169,533 shares
    Change vs previous 13F -25,178 shares

    0.12% of the 13F portfolio, value $13,628,759.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 194,711 shares
    Change vs previous 13F +13,621 shares

    0.21% of the 13F portfolio, value $16,801,612.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 181,090 shares
    Change vs previous 13F +178,157 shares

    0.22% of the 13F portfolio, value $14,939,925.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 2,933 shares
    Change vs previous 13F +1,062 shares

    <0.01% of the 13F portfolio, value $228,716.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 1,871 shares
    Change vs previous 13F +348 shares

    <0.01% of the 13F portfolio, value $138,024.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 1,523 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $124,293.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 1,505 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $104,959.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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