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Disclosery

Zhang Financial LLC: BKLC position timeline

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

Zhang Financial LLC held 290,869 BKLC 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 290,869 shares
    Change vs previous 13F -12,518 shares

    1.22% of the 13F portfolio, value $41,707,685.

    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 303,387 shares
    Change vs previous 13F -8,949 shares

    1.31% of the 13F portfolio, value $37,865,712.

    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 312,336 shares
    Change vs previous 13F +3,888 shares

    1.52% of the 13F portfolio, value $40,853,446.

    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 308,448 shares
    Change vs previous 13F +3,327 shares

    1.61% of the 13F portfolio, value $39,598,449.

    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 305,121 shares
    Change vs previous 13F +23,003 shares

    1.67% of the 13F portfolio, value $36,135,525.

    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 282,118 shares
    Change vs previous 13F +50,092 shares

    1.59% of the 13F portfolio, value $29,994,796.

    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 232,026 shares
    Change vs previous 13F +34,756 shares

    1.49% of the 13F portfolio, value $26,000,805.

    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 197,270 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $21,612,853.

    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).