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Disclosery

Zhang Financial LLC: EFV position timeline

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

Zhang Financial LLC held 69,768 EFV 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 69,768 shares
    Change vs previous 13F -1,747 shares

    0.16% of the 13F portfolio, value $5,340,747.

    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 71,515 shares
    Change vs previous 13F +1,253 shares

    0.18% of the 13F portfolio, value $5,317,128.

    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 70,262 shares
    Change vs previous 13F +301 shares

    0.19% of the 13F portfolio, value $5,017,395.

    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 69,961 shares
    Change vs previous 13F -768 shares

    0.19% of the 13F portfolio, value $4,745,412.

    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 70,729 shares
    Change vs previous 13F -155 shares

    0.21% of the 13F portfolio, value $4,489,832.

    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 70,884 shares
    Change vs previous 13F -4,643 shares

    0.22% of the 13F portfolio, value $4,177,909.

    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 75,527 shares
    Change vs previous 13F +349 shares

    0.23% of the 13F portfolio, value $3,962,934.

    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 75,178 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,324,980.

    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).