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Disclosery

MOKAN Wealth Management Inc.: ZM position timeline

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

MOKAN Wealth Management Inc. held 0 ZM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -7,929 shares

    13F-HR 0002053727-26-000003 filed by MOKAN Wealth Management Inc.
    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.

  2. period ended2026-03-31
    13F 7,929 shares
    Change vs previous 13F +4,709 shares

    0.28% of the 13F portfolio, value $637,595.

    13F-HR 0002053727-26-000002 filed by MOKAN Wealth Management Inc.
    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 3,220 shares
    Change vs previous 13F +712 shares

    0.12% of the 13F portfolio, value $277,819.

    13F-HR 0002053727-26-000001 filed by MOKAN Wealth Management Inc.
    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 2,508 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $206,928.

    13F-HR 0002053727-25-000002 filed by MOKAN Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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