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Disclosery

Zhang Financial LLC: AIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zhang Financial LLC on AIT, newest first. How the timeline and the estimate are built.

Zhang Financial LLC held 11,844 AIT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,844 shares
    Change vs previous 13F -949 shares

    0.12% of the 13F portfolio, value $4,005,057.

    13F-HR 0001776290-26-000005 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,793 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $3,394,246.

    13F-HR 0001776290-26-000004 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,793 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $3,284,866.

    13F-HR 0001776290-26-000002 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,793 shares
    Change vs previous 13F -1,000 shares

    0.14% of the 13F portfolio, value $3,339,620.

    13F-HR 0001776290-25-000006 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,793 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $3,206,189.

    13F-HR 0001776290-25-000005 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,793 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $3,108,121.

    13F-HR 0001776290-25-000002 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 13,793 shares
    Change vs previous 13F -3,000 shares

    0.19% of the 13F portfolio, value $3,303,016.

    13F-HR 0001776290-25-000001 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,793 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,747,028.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).