Zhang Financial LLC: DFAC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Zhang Financial LLC on DFAC, newest first. How the timeline and the estimate are built.
Zhang Financial LLC held 3,238,499 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 3,238,499 sharesChange vs previous 13F -24,706 shares
4.2% of the 13F portfolio, value $143,659,822.
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 3,263,205 sharesChange vs previous 13F -58,206 shares
4.38% of the 13F portfolio, value $126,808,152.
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 3,321,411 sharesChange vs previous 13F +30,820 shares
4.9% of the 13F portfolio, value $131,494,665.
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 3,290,591 sharesChange vs previous 13F +81,683 shares
5.16% of the 13F portfolio, value $126,918,078.
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 3,208,908 sharesChange vs previous 13F +59,928 shares
5.31% of the 13F portfolio, value $115,007,233.
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 3,148,980 sharesChange vs previous 13F +314,732 shares
5.49% of the 13F portfolio, value $103,884,862.
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 2,834,248 sharesChange vs previous 13F +349,509 shares
5.61% of the 13F portfolio, value $98,036,629.
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 2,484,739 sharesChange vs previous 13F not available
5.38% of the 13F portfolio, value $85,201,716.
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).