Moran Wealth Management, LLC: ZM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Moran Wealth Management, LLC on ZM, newest first. How the timeline and the estimate are built.
Moran Wealth Management, LLC held 110,805 ZM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 110,805 sharesChange vs previous 13F +3,204 shares
0.26% of the 13F portfolio, value $9,563,579.
13F-HR 0001965334-26-000004 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 107,601 sharesChange vs previous 13F +71,369 shares
0.26% of the 13F portfolio, value $8,650,044.
13F-HR 0002085853-26-000507 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 36,232 sharesChange vs previous 13F +177 shares
0.1% of the 13F portfolio, value $3,126,459.
13F-HR 0002085853-26-000091 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 36,055 sharesChange vs previous 13F -387 shares
0.09% of the 13F portfolio, value $2,974,538.
13F-HR 0002085853-25-000149 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 36,442 sharesChange vs previous 13F +2,017 shares
0.09% of the 13F portfolio, value $2,841,748.
13F-HR 0001667731-25-000988 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 34,425 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $2,539,532.
13F-HR 0001667731-25-000498 filed by Moran Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).