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Disclosery

Zhang Financial LLC: BIV position timeline

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

Zhang Financial LLC held 1,914,897 BIV 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 1,914,897 shares
    Change vs previous 13F +24,751 shares

    4.29% of the 13F portfolio, value $146,872,690.

    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 1,890,146 shares
    Change vs previous 13F +369,993 shares

    5.04% of the 13F portfolio, value $145,881,467.

    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 1,520,153 shares
    Change vs previous 13F +383,659 shares

    4.41% of the 13F portfolio, value $118,389,468.

    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 1,136,494 shares
    Change vs previous 13F +331,964 shares

    3.61% of the 13F portfolio, value $88,748,853.

    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 804,530 shares
    Change vs previous 13F +143,861 shares

    2.87% of the 13F portfolio, value $62,222,433.

    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 660,669 shares
    Change vs previous 13F +479,115 shares

    2.68% of the 13F portfolio, value $50,587,416.

    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 181,554 shares
    Change vs previous 13F +171,019 shares

    0.78% of the 13F portfolio, value $13,567,541.

    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 10,535 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $825,628.

    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).