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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

ZM holding history

Zoom Communications, Inc. in every 13F filed by Cornerstone Planning Group 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)
40
Value
$3.43K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2025
Holdings of ZM by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640$3.43K<0.1%00.0%UnchangedHolders
Q1 202640$4.36K<0.1%+36+900.0%AddedHolders
Q4 20254$385<0.1%+4NewHolders
Q3 20250$00.0%−8−100.0%Sold outHolders
Q2 20258$574<0.1%+4+100.0%AddedHolders
Q1 20254$291<0.1%+4NewHolders