Zhang Financial LLC: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zhang Financial LLC on BA, newest first. How the timeline and the estimate are built.
Zhang Financial LLC held 3,260 BA shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 3,260 sharesChange vs previous 13F -31 shares
0.02% of the 13F portfolio, value $705,692.
13F-HR 0001776290-26-000005 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,291 sharesChange vs previous 13F +1,506 shares
0.02% of the 13F portfolio, value $655,006.
13F-HR 0001776290-26-000004 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,785 sharesChange vs previous 13F +303 shares
0.01% of the 13F portfolio, value $387,560.
13F-HR 0001776290-26-000002 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,482 sharesChange vs previous 13F -34 shares
0.01% of the 13F portfolio, value $319,860.
13F-HR 0001776290-25-000006 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,516 sharesChange vs previous 13F +311 shares
0.01% of the 13F portfolio, value $317,648.
13F-HR 0001776290-25-000005 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,205 sharesChange vs previous 13F -68 shares
0.01% of the 13F portfolio, value $205,513.
13F-HR 0001776290-25-000002 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,273 sharesChange vs previous 13F -266 shares
0.01% of the 13F portfolio, value $225,321.
13F-HR 0001776290-25-000001 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,539 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $233,991.
13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).