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Disclosery

Zhang Financial LLC: DFAS position timeline

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

Zhang Financial LLC held 92,604 DFAS 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 92,604 shares
    Change vs previous 13F -5,064 shares

    0.22% of the 13F portfolio, value $7,625,032.

    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 97,668 shares
    Change vs previous 13F +9,015 shares

    0.24% of the 13F portfolio, value $6,947,154.

    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 88,653 shares
    Change vs previous 13F -59 shares

    0.23% of the 13F portfolio, value $6,176,482.

    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 88,712 shares
    Change vs previous 13F -42 shares

    0.25% of the 13F portfolio, value $6,073,249.

    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 88,754 shares
    Change vs previous 13F -3,066 shares

    0.26% of the 13F portfolio, value $5,654,528.

    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 91,820 shares
    Change vs previous 13F -2,470 shares

    0.29% of the 13F portfolio, value $5,486,268.

    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 94,290 shares
    Change vs previous 13F -1,875 shares

    0.35% of the 13F portfolio, value $6,136,355.

    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 96,165 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $6,237,287.

    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).