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Disclosery

Zhang Financial LLC: DFAT position timeline

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

Zhang Financial LLC held 63,378 DFAT 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 63,378 shares
    Change vs previous 13F -52,847 shares

    0.13% of the 13F portfolio, value $4,430,107.

    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 116,225 shares
    Change vs previous 13F -15,570 shares

    0.25% of the 13F portfolio, value $7,258,267.

    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 131,795 shares
    Change vs previous 13F +109,956 shares

    0.29% of the 13F portfolio, value $7,847,095.

    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 21,839 shares
    Change vs previous 13F -756 shares

    0.05% of the 13F portfolio, value $1,271,268.

    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 22,595 shares
    Change vs previous 13F +88 shares

    0.06% of the 13F portfolio, value $1,219,233.

    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 22,507 shares
    Change vs previous 13F +59 shares

    0.06% of the 13F portfolio, value $1,158,863.

    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 22,448 shares
    Change vs previous 13F -1,401 shares

    0.07% of the 13F portfolio, value $1,249,431.

    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 23,849 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,326,727.

    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).