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Livermore
Livermore
ZHEN

Wealth Dimensions Group, Ltd.

SEC CIK
0001846462
Latest filing
Jul 22, 2026

ZS holding history

Zscaler, Inc. in every 13F filed by Wealth Dimensions Group, Ltd., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ZS overviewAll 13F holders of ZSFull Q2 2026 holdings

Shares (Q2 2026)
1,503
Value
$212.2K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of ZS by Wealth Dimensions Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,503$212.2K<0.1%+1,503NewHolders
Q1 20260$00.0%−1,162−100.0%Sold outHolders
Q4 20251,162$261.4K0.1%00.0%UnchangedHolders
Q3 20251,162$348.2K0.1%−103−8.1%ReducedHolders
Q2 20251,265$397.1K0.1%00.0%UnchangedHolders
Q1 20251,265$251.0K0.1%00.0%UnchangedHolders
Q4 20241,265$228.2K0.1%00.0%UnchangedHolders
Q3 20241,265$216.2K0.1%−10−0.8%ReducedHolders
Q2 20241,275$245.0K0.1%−160−11.1%ReducedHolders
Q1 20241,435$276.4K0.1%00.0%UnchangedHolders
Q4 20231,435$317.9K0.1%00.0%UnchangedHolders
Q3 20231,435$223.3K0.1%00.0%UnchangedHolders
Q2 20231,435$209.9K0.1%+1,435NewHolders
Q4 20220$00.0%−1,435−100.0%Sold outHolders
Q3 20221,435$236.0K0.1%00.0%UnchangedHolders
Q2 20221,435$215.0K0.1%00.0%UnchangedHolders
Q1 20221,435$346.0K0.2%00.0%UnchangedHolders
Q4 20211,435$461.0K0.2%+10+0.7%AddedHolders
Q3 20211,425$374.0K0.2%−250−14.9%ReducedHolders
Q2 20211,675$362.0K0.2%+59+3.7%AddedHolders
Q1 20211,616$277.0K0.2%––Holders

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