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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ZM holding history

Zoom Communications, Inc. in every 13F filed by Creative Planning, 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)
166,783
Value
$14.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ZM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026166,783$14.4M<0.1%+46,687+38.9%AddedHolders
Q1 2026120,096$9.65M<0.1%−65,594−35.3%ReducedHolders
Q4 2025185,690$16.0M<0.1%+86,926+88.0%AddedHolders
Q3 202598,764$8.15M<0.1%+47,150+91.4%AddedHolders
Q2 202551,614$4.02M<0.1%+8,778+20.5%AddedHolders
Q1 202542,836$3.16M<0.1%+3,454+8.8%AddedHolders
Q4 202439,382$3.21M<0.1%+4,860+14.1%AddedHolders
Q3 202434,522$2.41M<0.1%+5,396+18.5%AddedHolders
Q2 202429,126$1.72M<0.1%−3,138−9.7%ReducedHolders
Q1 202432,264$2.11M<0.1%+4,517+16.3%AddedHolders
Q4 202327,747$2.00M<0.1%−1,729−5.9%ReducedHolders
Q3 202329,476$2.06M<0.1%+3,195+12.2%AddedHolders
Q2 202326,281$1.78M<0.1%+442+1.7%AddedHolders
Q1 202325,839$1.91M<0.1%−1,575−5.7%ReducedHolders
Q4 202227,414$1.86M<0.1%+298+1.1%AddedHolders
Q3 202227,116$2.00M<0.1%−2,936−9.8%ReducedHolders
Q2 202230,052$3.25M<0.1%−9,717−24.4%ReducedHolders
Q1 202239,769$4.66M<0.1%−14,600−26.9%ReducedHolders
Q4 202154,369$10.0M<0.1%−4,690−7.9%ReducedHolders
Q3 202159,059$15.4M<0.1%−1,222−2.0%ReducedHolders
Q2 202160,281$23.3M<0.1%−7,999−11.7%ReducedHolders
Q1 202168,280$21.9M<0.1%––Holders

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