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Disclosery

Zhang Financial LLC: DFAE position timeline

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

Zhang Financial LLC held 64,482 DFAE 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 64,482 shares
    Change vs previous 13F -496 shares

    0.08% of the 13F portfolio, value $2,592,806.

    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 64,978 shares
    Change vs previous 13F +47 shares

    0.08% of the 13F portfolio, value $2,200,144.

    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 64,931 shares
    Change vs previous 13F -784 shares

    0.08% of the 13F portfolio, value $2,114,817.

    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 65,715 shares
    Change vs previous 13F -2,578 shares

    0.08% of the 13F portfolio, value $2,072,019.

    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 68,293 shares
    Change vs previous 13F +9,006 shares

    0.09% of the 13F portfolio, value $1,977,080.

    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 59,287 shares
    Change vs previous 13F -928 shares

    0.08% of the 13F portfolio, value $1,534,942.

    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 60,215 shares
    Change vs previous 13F +294 shares

    0.09% of the 13F portfolio, value $1,527,634.

    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 59,921 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,642,435.

    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).