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Summit Trail Advisors, LLC: ZM position timeline

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

Summit Trail Advisors, LLC held 28,261 ZM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,261 shares
    Change vs previous 13F +1,389 shares

    0.03% of the 13F portfolio, value $2,439,207.

    13F-HR 0001951757-26-001207 filed by Summit Trail 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 26,872 shares
    Change vs previous 13F -9,118 shares

    0.03% of the 13F portfolio, value $2,160,240.

    13F-HR 0001951757-26-000837 filed by Summit Trail 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 35,990 shares
    Change vs previous 13F +5,531 shares

    0.05% of the 13F portfolio, value $3,105,577.

    13F-HR 0001951757-26-000464 filed by Summit Trail 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 30,459 shares
    Change vs previous 13F +14,765 shares

    0.03% of the 13F portfolio, value $2,512,868.

    13F-HR 0001951757-25-001440 filed by Summit Trail 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 15,694 shares
    Change vs previous 13F +3,102 shares

    0.02% of the 13F portfolio, value $1,223,818.

    13F-HR 0001951757-25-001093 filed by Summit Trail 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 12,592 shares
    Change vs previous 13F +6,597 shares

    0.03% of the 13F portfolio, value $928,912.

    13F-HR 0001951757-25-000462 filed by Summit Trail 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 5,995 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $489,252.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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