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Disclosery

Zhang Financial LLC: F position timeline

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

Zhang Financial LLC held 76,407 F 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 76,407 shares
    Change vs previous 13F -1,735 shares

    0.03% of the 13F portfolio, value $1,062,064.

    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 78,142 shares
    Change vs previous 13F -661 shares

    0.03% of the 13F portfolio, value $901,765.

    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 78,803 shares
    Change vs previous 13F -88,401 shares

    0.04% of the 13F portfolio, value $1,033,902.

    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 167,204 shares
    Change vs previous 13F -44 shares

    0.08% of the 13F portfolio, value $1,999,762.

    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 167,248 shares
    Change vs previous 13F +102 shares

    0.08% of the 13F portfolio, value $1,814,645.

    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 167,146 shares
    Change vs previous 13F +3,582 shares

    0.09% of the 13F portfolio, value $1,676,477.

    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 163,564 shares
    Change vs previous 13F +3,116 shares

    0.09% of the 13F portfolio, value $1,619,288.

    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 160,448 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,694,327.

    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).