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Disclosery

Zhang Financial LLC: BKIE position timeline

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

Zhang Financial LLC held 36,261 BKIE 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 36,261 shares
    Change vs previous 13F +404 shares

    0.11% of the 13F portfolio, value $3,647,836.

    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 35,857 shares
    Change vs previous 13F -640 shares

    0.12% of the 13F portfolio, value $3,350,051.

    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 36,497 shares
    Change vs previous 13F +1,742 shares

    0.13% of the 13F portfolio, value $3,378,087.

    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 34,755 shares
    Change vs previous 13F -274 shares

    0.13% of the 13F portfolio, value $3,112,255.

    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 35,029 shares
    Change vs previous 13F +916 shares

    0.14% of the 13F portfolio, value $3,018,380.

    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 34,113 shares
    Change vs previous 13F +509 shares

    0.14% of the 13F portfolio, value $2,638,952.

    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 33,604 shares
    Change vs previous 13F +90 shares

    0.14% of the 13F portfolio, value $2,433,883.

    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 33,514 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,653,349.

    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).