Skip to content
Disclosery

Zhang Financial LLC: DFAU position timeline

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

Zhang Financial LLC held 688,300 DFAU 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 688,300 shares
    Change vs previous 13F -20,533 shares

    1.04% of the 13F portfolio, value $35,578,234.

    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 708,833 shares
    Change vs previous 13F +35,264 shares

    1.11% of the 13F portfolio, value $31,982,539.

    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 673,569 shares
    Change vs previous 13F +17,657 shares

    1.18% of the 13F portfolio, value $31,523,038.

    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 655,912 shares
    Change vs previous 13F +28,894 shares

    1.22% of the 13F portfolio, value $30,014,550.

    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 627,018 shares
    Change vs previous 13F +180,210 shares

    1.23% of the 13F portfolio, value $26,560,457.

    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 446,808 shares
    Change vs previous 13F +31,999 shares

    0.91% of the 13F portfolio, value $17,175,300.

    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 414,809 shares
    Change vs previous 13F +2,236 shares

    0.96% of the 13F portfolio, value $16,795,615.

    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 412,573 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $16,375,022.

    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).