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Peak Retirement Planning, Inc.: ZM position timeline

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

Peak Retirement Planning, Inc. held 42,913 ZM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,913 shares
    Change vs previous 13F -1,949 shares

    0.59% of the 13F portfolio, value $3,703,863.

    13F-HR 0002056697-26-000003 filed by Peak Retirement Planning, Inc.
    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 44,862 shares
    Change vs previous 13F +12,300 shares

    0.72% of the 13F portfolio, value $3,606,467.

    13F-HR 0002056697-26-000002 filed by Peak Retirement Planning, 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 32,562 shares
    Change vs previous 13F +6,265 shares

    0.66% of the 13F portfolio, value $2,809,734.

    13F-HR 0002056697-26-000001 filed by Peak Retirement Planning, 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 26,297 shares
    Change vs previous 13F +8,129 shares

    0.61% of the 13F portfolio, value $2,169,503.

    13F-HR 0002056697-25-000006 filed by Peak Retirement Planning, Inc.
    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 18,168 shares
    Change vs previous 13F +3,078 shares

    0.57% of the 13F portfolio, value $1,416,767.

    13F-HR 0002056697-25-000005 filed by Peak Retirement Planning, Inc.
    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 15,090 shares
    Change vs previous 13F +3,318 shares

    0.62% of the 13F portfolio, value $1,113,189.

    13F-HR 0002056697-25-000004 filed by Peak Retirement Planning, Inc.
    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 11,772 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $960,996.

    13F-HR 0002056697-25-000001 filed by Peak Retirement Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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