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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

ZM holding history

Zoom Communications, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZM overviewAll 13F holders of ZMFull Q2 2026 holdings

Shares (Q2 2026)
159,482
Value
$13.8M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ZM by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026159,482$13.8M0.1%−10,051−5.9%ReducedHolders
Q1 2026169,533$13.6M0.1%−25,178−12.9%ReducedHolders
Q4 2025194,711$16.8M0.2%+13,621+7.5%AddedHolders
Q3 2025181,090$14.9M0.2%+178,157+6,074.2%AddedHolders
Q2 20252,933$228.7K<0.1%+1,062+56.8%AddedHolders
Q1 20251,871$138.0K<0.1%+348+22.8%AddedHolders
Q4 20241,523$124.3K<0.1%+18+1.2%AddedHolders
Q3 20241,505$105.0K<0.1%−79−5.0%ReducedHolders
Q2 20241,584$93.8K<0.1%+1,495+1,679.8%AddedHolders
Q1 202489$5.62K<0.1%+10+12.7%AddedHolders
Q4 202379$5.68K<0.1%00.0%UnchangedHolders
Q3 202379$5.53K<0.1%00.0%UnchangedHolders
Q2 202379$5.36K<0.1%00.0%UnchangedHolders
Q1 202379$5.83K<0.1%+59+295.0%AddedHolders
Q4 202220$1.35K<0.1%00.0%UnchangedHolders
Q3 202220$1.00K<0.1%−14−41.2%ReducedHolders
Q2 202234$4.00K<0.1%+14+70.0%AddedHolders
Q1 202220$2.00K<0.1%00.0%UnchangedHolders
Q4 202120$4.00K<0.1%−10−33.3%ReducedHolders
Q3 202130$8.00K<0.1%−64−68.1%ReducedHolders
Q2 202194$36.0K<0.1%+64+213.3%AddedHolders
Q1 202130$10.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.