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Disclosery

Zhang Financial LLC: DFUV position timeline

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

Zhang Financial LLC held 62,703 DFUV 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 62,703 shares
    Change vs previous 13F -5,307 shares

    0.1% of the 13F portfolio, value $3,449,292.

    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 68,010 shares
    Change vs previous 13F -2,006 shares

    0.11% of the 13F portfolio, value $3,295,747.

    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 70,016 shares
    Change vs previous 13F +637 shares

    0.12% of the 13F portfolio, value $3,262,015.

    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 69,379 shares
    Change vs previous 13F -305 shares

    0.13% of the 13F portfolio, value $3,100,530.

    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 69,684 shares
    Change vs previous 13F -666 shares

    0.14% of the 13F portfolio, value $2,946,241.

    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 70,350 shares
    Change vs previous 13F +4,577 shares

    0.15% of the 13F portfolio, value $2,899,141.

    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 65,773 shares
    Change vs previous 13F +157 shares

    0.15% of the 13F portfolio, value $2,691,445.

    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 65,616 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,735,517.

    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).