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Focus Partners Wealth: ZM position timeline

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

Focus Partners Wealth held 131,559 ZM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,559 shares
    Change vs previous 13F -4,882 shares

    0.01% of the 13F portfolio, value $11,354,842.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 113,930 shares
    • Focus Partners Advisor Solutions, LLC: 17,629 shares

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

  2. period ended2026-03-31
    13F 136,441 shares
    Change vs previous 13F -53,060 shares

    0.01% of the 13F portfolio, value $11,384,761.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 112,898 shares
    • Focus Partners Advisor Solutions, LLC: 23,543 shares

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

  3. period ended2025-12-31
    13F 189,501 shares
    Change vs previous 13F +78,680 shares

    0.02% of the 13F portfolio, value $16,350,866.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 146,799 shares
    • Focus Partners Advisor Solutions, LLC: 42,702 shares

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

  4. period ended2025-09-30
    13F 110,821 shares
    Change vs previous 13F +37,974 shares

    0.01% of the 13F portfolio, value $9,157,591.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 81,435 shares
    • Focus Partners Advisor Solutions, LLC: 29,386 shares

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

  5. period ended2025-06-30
    13F 72,847 shares
    Change vs previous 13F -28,957 shares

    0.01% of the 13F portfolio, value $5,680,458.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 61,587 shares
    • Focus Partners Advisor Solutions, LLC: 11,260 shares

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

  6. period ended2025-03-31
    13F/A 101,804 shares
    Change vs previous 13F -7,828 shares

    0.02% of the 13F portfolio, value $7,510,250.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 95,452 shares
    • Focus Partners Advisor Solutions, LLC: 6,352 shares

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

  7. period ended2024-12-31
    13F/A 109,632 shares
    Change vs previous 13F +29,738 shares

    0.02% of the 13F portfolio, value $8,947,068.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 106,264 shares
    • Focus Partners Advisor Solutions, LLC: 3,368 shares

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

  8. period ended2024-09-30
    13F 79,894 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,571,807.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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