SOA Wealth Advisors, LLC.

SEC CIK: 0001849444
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

ZM holding history

Zoom Communications, Inc. in every 13F filed by SOA Wealth Advisors, 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 Q2 2026 holdings

Shares (Q2 2026): 14
Value: $1.21K
% of portfolio: <0.1%
Quarters held: 21; Since Q1 2021

Holdings of ZM by SOA Wealth Advisors, LLC., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14	$1.21K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	14	$1.13K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	14	$1.21K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	14	$1.16K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	14	$1.09K	<0.1%	−100−87.7%	Reduced	Holders
Q1 2025	114	$8.41K	<0.1%	+100+714.3%	Added	Holders
Q4 2024	14	$1.14K	<0.1%	00.0%	Unchanged	Holders
Q3 2024	14	$976	<0.1%	00.0%	Unchanged	Holders
Q2 2024	14	$829	<0.1%	00.0%	Unchanged	Holders
Q1 2024	14	$915	<0.1%	00.0%	Unchanged	Holders
Q4 2023	14	$1.01K	<0.1%	00.0%	Unchanged	Holders
Q3 2023	14	$979	<0.1%	00.0%	Unchanged	Holders
Q2 2023	14	$950	<0.1%	00.0%	Unchanged	Holders
Q1 2023	14	$1.03K	<0.1%	+14	New	Holders
Q4 2022	0	$0	0.0%	−14−100.0%	Sold out	Holders
Q3 2022	14	$1.00K	<0.1%	−30−68.2%	Reduced	Holders
Q2 2022	44	$4.00K	<0.1%	−423−90.6%	Reduced	Holders
Q1 2022	467	$54.0K	<0.1%	−64−12.1%	Reduced	Holders
Q4 2021	531	$101.0K	<0.1%	−5,110−90.6%	Reduced	Holders
Q3 2021	5,641	$1.48M	0.4%	−213−3.6%	Reduced	Holders
Q2 2021	5,854	$2.27M	0.6%	+930+18.9%	Added	Holders
Q1 2021	4,924	$1.58M	0.4%	–	–	Holders

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