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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

ZM holding history

Zoom Communications, Inc. in every 13F filed by Beacon Pointe 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)
135,306
Value
$11.7M
% of portfolio
0.1%
Quarters held
16
Since Q1 2021
Holdings of ZM by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026135,306$11.7M0.1%+1,691+1.3%AddedHolders
Q1 2026133,615$10.7M0.1%+12,841+10.6%AddedHolders
Q4 2025120,774$10.4M0.1%−1,191−1.0%ReducedHolders
Q3 2025121,965$10.1M0.1%+1,648+1.4%AddedHolders
Q2 2025120,317$9.38M0.1%+9,153+8.2%AddedHolders
Q1 2025111,164$8.20M0.1%−71−0.1%ReducedHolders
Q4 2024111,235$9.08M0.1%+13,642+14.0%AddedHolders
Q3 202497,593$6.81M0.1%+1,687+1.8%AddedHolders
Q2 202495,906$5.68M0.1%−18,816−16.4%ReducedHolders
Q1 2024114,722$7.50M0.1%+39,024+51.6%AddedHolders
Q4 202375,698$5.44M0.1%+67,967+879.1%AddedHolders
Q3 20237,731$540.7K<0.1%+7,731NewHolders
Q3 20220$00.0%−2,555−100.0%Sold outHolders
Q2 20222,555$276.0K<0.1%+2,555NewHolders
Q4 20210$00.0%−988−100.0%Sold outHolders
Q3 2021988$258.0K<0.1%+12+1.2%AddedHolders
Q2 2021976$378.0K<0.1%+287+41.7%AddedHolders
Q1 2021689$221.0K<0.1%––Holders

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