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Kestra Advisory Services, LLC: ZM position timeline

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

Kestra Advisory Services, LLC held 31,166 ZM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,166 shares
    Change vs previous 13F +9,515 shares

    0.01% of the 13F portfolio, value $2,689,866.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,190 shares
    • Kestra Advisory Services, LLC: 20,027 shares
    • Kestra Investment Management, LLC: 7,949 shares

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

  2. period ended2026-03-31
    13F 21,651 shares
    Change vs previous 13F -5,296 shares

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

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,734 shares
    • Kestra Advisory Services, LLC: 5,599 shares
    • Kestra Investment Management, LLC: 11,318 shares

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

  3. period ended2025-12-31
    13F 26,947 shares
    Change vs previous 13F +8,983 shares

    0.01% of the 13F portfolio, value $2,325,244.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,485 shares
    • Kestra Advisory Services, LLC: 5,928 shares
    • Kestra Investment Management, LLC: 9,534 shares

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

  4. period ended2025-09-30
    13F 17,964 shares
    Change vs previous 13F -2,398 shares

    <0.01% of the 13F portfolio, value $1,482,064.

    13F-HR 0001962449-25-000007 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,027 shares
    • Kestra Advisory Services, LLC: 5,812 shares
    • Kestra Investment Management, LLC: 9,125 shares

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

  5. period ended2025-06-30
    13F/A 20,362 shares
    Change vs previous 13F +10,270 shares

    0.01% of the 13F portfolio, value $1,587,829.

    13F-HR/A 0001962449-25-000005 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,553 shares
    • Kestra Advisory Services, LLC: 7,218 shares
    • Kestra Investment Management, LLC: 8,591 shares

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

  6. period ended2025-03-31
    13F/A 10,092 shares
    Change vs previous 13F +3,890 shares

    <0.01% of the 13F portfolio, value $744,487.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,178 shares
    • Kestra Advisory Services, LLC: 5,907 shares
    • Kestra Investment Management, LLC: 7 shares

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

  7. period ended2024-12-31
    13F 6,202 shares
    Change vs previous 13F -2,060 shares

    <0.01% of the 13F portfolio, value $506,145.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 6,167 shares
    • Kestra Investment Management, LLC: 35 shares

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

  8. period ended2024-09-30
    13F 8,262 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $576,192.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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