Zhang Financial LLC: BKAG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zhang Financial LLC on BKAG, newest first. How the timeline and the estimate are built.
Zhang Financial LLC held 18,485 BKAG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 18,485 sharesChange vs previous 13F -2,948 shares
0.02% of the 13F portfolio, value $775,445.
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 21,433 sharesChange vs previous 13F -7,641 shares
0.03% of the 13F portfolio, value $904,474.
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 29,074 sharesChange vs previous 13F -1 shares
0.05% of the 13F portfolio, value $1,232,252.
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 29,075 sharesChange vs previous 13F -582 shares
0.05% of the 13F portfolio, value $1,238,602.
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 29,657 sharesChange vs previous 13F -1,122 shares
0.06% of the 13F portfolio, value $1,250,941.
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 30,779 sharesChange vs previous 13F -499 shares
0.07% of the 13F portfolio, value $1,296,736.
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 31,278 sharesChange vs previous 13F -154 shares
0.07% of the 13F portfolio, value $1,289,257.
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 31,432 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $1,356,272.
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).