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Disclosery

Zhang Financial LLC: DFAI position timeline

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

Zhang Financial LLC held 2,110,994 DFAI 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 2,110,994 shares
    Change vs previous 13F +267,340 shares

    2.54% of the 13F portfolio, value $87,078,583.

    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 1,843,654 shares
    Change vs previous 13F +18,838 shares

    2.48% of the 13F portfolio, value $71,828,740.

    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 1,824,816 shares
    Change vs previous 13F +39,270 shares

    2.59% of the 13F portfolio, value $69,543,763.

    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 1,785,546 shares
    Change vs previous 13F +48,551 shares

    2.64% of the 13F portfolio, value $64,904,620.

    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 1,736,995 shares
    Change vs previous 13F +76,026 shares

    2.77% of the 13F portfolio, value $60,047,892.

    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 1,660,969 shares
    Change vs previous 13F +93,764 shares

    2.74% of the 13F portfolio, value $51,872,054.

    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 1,567,205 shares
    Change vs previous 13F +81,187 shares

    2.62% of the 13F portfolio, value $45,762,381.

    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 1,486,018 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $47,225,669.

    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).