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Disclosery

Zhang Financial LLC: DFUS position timeline

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

Zhang Financial LLC held 2,660,097 DFUS 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 2,660,097 shares
    Change vs previous 13F +126,540 shares

    6.37% of the 13F portfolio, value $217,968,392.

    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 2,533,557 shares
    Change vs previous 13F +115,694 shares

    6.21% of the 13F portfolio, value $179,654,455.

    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 2,417,863 shares
    Change vs previous 13F +14,494 shares

    6.69% of the 13F portfolio, value $179,332,881.

    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 2,403,369 shares
    Change vs previous 13F +6,566 shares

    7.07% of the 13F portfolio, value $174,100,014.

    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 2,396,803 shares
    Change vs previous 13F -110,040 shares

    7.41% of the 13F portfolio, value $160,633,817.

    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 2,506,843 shares
    Change vs previous 13F +137,438 shares

    8.02% of the 13F portfolio, value $151,613,836.

    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 2,369,405 shares
    Change vs previous 13F +275,379 shares

    8.65% of the 13F portfolio, value $151,049,723.

    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 2,094,026 shares
    Change vs previous 13F not available

    8.22% of the 13F portfolio, value $130,248,381.

    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).