WMS Partners, LLC

SEC CIK: 0001480916
Latest filing: Nov 13, 2025

SEC filings (opens in a new tab)

ZM holding history

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

ZM overview All 13F holders of ZM Full Q3 2025 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2021

Holdings of ZM by WMS Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−3,711−100.0%	Sold out	Holders
Q2 2023	3,711	$251.9K	<0.1%	+3,711	New	Holders
Q3 2021	0	$0	0.0%	−643−100.0%	Sold out	Holders
Q2 2021	643	$249.0K	<0.1%	+643	New	Holders