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Disclosery

Zhang Financial LLC: CG position timeline

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

Zhang Financial LLC held 12,734 CG 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 12,734 shares
    Change vs previous 13F -9,118 shares

    0.02% of the 13F portfolio, value $536,226.

    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 21,852 shares
    Change vs previous 13F -1,966 shares

    0.04% of the 13F portfolio, value $1,057,420.

    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 23,818 shares
    Change vs previous 13F -13 shares

    0.05% of the 13F portfolio, value $1,407,881.

    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 23,831 shares
    Change vs previous 13F -2,777 shares

    0.06% of the 13F portfolio, value $1,494,184.

    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 26,608 shares
    Change vs previous 13F +6,276 shares

    0.06% of the 13F portfolio, value $1,367,675.

    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 20,332 shares
    Change vs previous 13F +6,499 shares

    0.05% of the 13F portfolio, value $886,254.

    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 13,833 shares
    Change vs previous 13F +1,035 shares

    0.04% of the 13F portfolio, value $698,425.

    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 12,798 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $551,069.

    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).