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Comprehensive Financial Management LLC: ZM position timeline

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

Comprehensive Financial Management LLC held 1,171,195 ZM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,171,195 shares
    Change vs previous 13F 0 shares

    3.32% of the 13F portfolio, value $101,085,840.

    13F-HR 0001172661-26-003450 filed by Comprehensive Financial 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 1,171,195 shares
    Change vs previous 13F 0 shares

    3.12% of the 13F portfolio, value $94,152,366.

    13F-HR 0001172661-26-002088 filed by Comprehensive Financial 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 1,171,195 shares
    Change vs previous 13F 0 shares

    3.05% of the 13F portfolio, value $101,062,417.

    13F-HR 0001172661-26-000971 filed by Comprehensive Financial 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 1,171,195 shares
    Change vs previous 13F 0 shares

    2.67% of the 13F portfolio, value $96,623,588.

    13F-HR 0001172661-25-004942 filed by Comprehensive Financial 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 1,171,195 shares
    Change vs previous 13F 0 shares

    2.55% of the 13F portfolio, value $91,329,786.

    13F-HR 0001172661-25-003056 filed by Comprehensive Financial 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 1,171,195 shares
    Change vs previous 13F 0 shares

    2.72% of the 13F portfolio, value $86,399,055.

    13F-HR 0001172661-25-002099 filed by Comprehensive Financial 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 1,171,195 shares
    Change vs previous 13F 0 shares

    2.63% of the 13F portfolio, value $95,581,224.

    13F-HR 0001172661-25-000883 filed by Comprehensive Financial 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 1,171,195 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $81,679,139.

    13F-HR 0001172661-24-004925 filed by Comprehensive Financial Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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