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Disclosery

CWM, LLC: ZS position timeline

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

CWM, LLC held 10,526 ZS 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 10,526 shares
    Change vs previous 13F -18,971 shares

    <0.01% of the 13F portfolio, value $1,476,740.

    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 29,497 shares
    Change vs previous 13F -26,649 shares

    0.02% of the 13F portfolio, value $6,634,000.

    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 56,146 shares
    Change vs previous 13F +31,564 shares

    0.05% of the 13F portfolio, value $16,825,000.

    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 24,582 shares
    Change vs previous 13F +2,308 shares

    0.03% of the 13F portfolio, value $7,717,000.

    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 22,274 shares
    Change vs previous 13F +3,679 shares

    0.02% of the 13F portfolio, value $4,420,000.

    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 18,595 shares
    Change vs previous 13F +13,033 shares

    0.01% of the 13F portfolio, value $3,355,000.

    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 5,562 shares
    Change vs previous 13F +2,879 shares

    <0.01% of the 13F portfolio, value $951,000.

    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 2,683 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $516,000.

    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).