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Disclosery

Zhang Financial LLC: AVUS position timeline

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

Zhang Financial LLC held 259,250 AVUS 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 259,250 shares
    Change vs previous 13F +17,017 shares

    0.97% of the 13F portfolio, value $33,204,637.

    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 242,233 shares
    Change vs previous 13F +29,260 shares

    0.93% of the 13F portfolio, value $26,931,529.

    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 212,973 shares
    Change vs previous 13F +59,260 shares

    0.89% of the 13F portfolio, value $23,806,110.

    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 153,713 shares
    Change vs previous 13F +3,887 shares

    0.68% of the 13F portfolio, value $16,708,540.

    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 149,826 shares
    Change vs previous 13F -4,806 shares

    0.7% of the 13F portfolio, value $15,105,510.

    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 154,632 shares
    Change vs previous 13F +3,249 shares

    0.76% of the 13F portfolio, value $14,284,905.

    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 151,383 shares
    Change vs previous 13F +7,422 shares

    0.84% of the 13F portfolio, value $14,673,572.

    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 143,961 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $13,697,934.

    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).