Savvy Advisors, Inc.

SEC CIK: 0002003633
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

ZM holding history

Zoom Communications, Inc. in every 13F filed by Savvy Advisors, Inc., 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): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2025

Holdings of ZM by Savvy Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−3,660−100.0%	Sold out	Holders
Q1 2026	3,660	$294.2K	<0.1%	−2,438−40.0%	Reduced	Holders
Q4 2025	6,098	$526.2K	<0.1%	+3,465+131.6%	Added	Holders
Q3 2025	2,633	$217.2K	<0.1%	+2,633	New	Holders