Skip to content
Disclosery

CWM, LLC: ZM position timeline

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

CWM, LLC held 205,948 ZM shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 205,948 shares
    Change vs previous 13F -121,716 shares

    0.04% of the 13F portfolio, value $16,556,128.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 327,664 shares
    Change vs previous 13F +113,127 shares

    0.08% of the 13F portfolio, value $28,274,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 214,537 shares
    Change vs previous 13F +93,131 shares

    0.05% of the 13F portfolio, value $17,699,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 121,406 shares
    Change vs previous 13F +40,133 shares

    0.03% of the 13F portfolio, value $9,467,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 81,273 shares
    Change vs previous 13F +4,560 shares

    0.02% of the 13F portfolio, value $5,996,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 76,713 shares
    Change vs previous 13F +13,796 shares

    0.03% of the 13F portfolio, value $6,261,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 62,917 shares
    Change vs previous 13F +54,613 shares

    0.02% of the 13F portfolio, value $4,388,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 8,304 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $492,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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