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Basepoint Wealth LLC

SEC CIK
0002088236
Latest filing
Aug 10, 2026

ZM holding history

Zoom Communications, Inc. in every 13F filed by Basepoint Wealth 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)
19,393
Value
$1.67M
% of portfolio
1.0%
Quarters held
17
Since Q2 2022
Holdings of ZM by Basepoint Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,393$1.67M1.0%+3,491+22.0%AddedHolders
Q1 202615,902$1.28M0.7%+4,137+35.2%AddedHolders
Q4 202511,765$1.02M0.6%−282−2.3%ReducedHolders
Q3 202512,047$993.9K0.7%−1,488−11.0%ReducedHolders
Q2 202513,535$1.06M0.8%−1,610−10.6%ReducedHolders
Q1 202515,145$1.12M0.9%−865−5.4%ReducedHolders
Q4 202416,010$1.31M1.0%−518−3.1%ReducedHolders
Q3 202416,528$1.15M0.8%+61+0.4%AddedHolders
Q2 202416,467$974.7K0.8%−74−0.4%ReducedHolders
Q1 202416,541$1.08M0.8%−55−0.3%ReducedHolders
Q4 202316,596$1.19M1.0%−789−4.5%ReducedHolders
Q3 202317,385$1.22M1.0%−58−0.3%ReducedHolders
Q2 202317,443$1.18M1.0%+1,178+7.2%AddedHolders
Q1 202316,265$1.20M1.0%+2,499+18.2%AddedHolders
Q4 202213,766$932.5K0.8%+3,438+33.3%AddedHolders
Q3 202210,328$760.0K0.8%+3,304+47.0%AddedHolders
Q2 20227,024$758.4K0.8%+7,024NewHolders