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Disclosery

Zhang Financial LLC: CL position timeline

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

Zhang Financial LLC held 6,123 CL 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 6,123 shares
    Change vs previous 13F +6,123 shares

    0.02% of the 13F portfolio, value $561,356.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -13,455 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 13,455 shares
    Change vs previous 13F -1,803 shares

    0.04% of the 13F portfolio, value $1,075,542.

    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).

  4. period ended2025-06-30
    13F 15,258 shares
    Change vs previous 13F -437 shares

    0.06% of the 13F portfolio, value $1,386,940.

    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).

  5. period ended2025-03-31
    13F 15,695 shares
    Change vs previous 13F +5,660 shares

    0.08% of the 13F portfolio, value $1,470,581.

    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).

  6. period ended2024-12-31
    13F 10,035 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $912,293.

    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).