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Disclosery

Zhang Financial LLC: DFIV position timeline

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

Zhang Financial LLC held 39,895 DFIV 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 39,895 shares
    Change vs previous 13F +908 shares

    0.06% of the 13F portfolio, value $2,155,165.

    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 38,987 shares
    Change vs previous 13F -1,862 shares

    0.07% of the 13F portfolio, value $2,057,733.

    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 40,849 shares
    Change vs previous 13F +884 shares

    0.08% of the 13F portfolio, value $2,038,349.

    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 39,965 shares
    Change vs previous 13F +760 shares

    0.07% of the 13F portfolio, value $1,843,191.

    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 39,205 shares
    Change vs previous 13F -1,803 shares

    0.08% of the 13F portfolio, value $1,679,138.

    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 41,008 shares
    Change vs previous 13F +26,892 shares

    0.09% of the 13F portfolio, value $1,614,074.

    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 14,116 shares
    Change vs previous 13F +97 shares

    0.03% of the 13F portfolio, value $500,839.

    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 14,019 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $533,848.

    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).