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Zhang Financial LLC: GS position timeline

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

Zhang Financial LLC held 7,607 GS 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 7,607 shares
    Change vs previous 13F +269 shares

    0.22% of the 13F portfolio, value $7,693,324.

    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 7,338 shares
    Change vs previous 13F +1,415 shares

    0.21% of the 13F portfolio, value $6,208,295.

    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 5,923 shares
    Change vs previous 13F +201 shares

    0.19% of the 13F portfolio, value $5,205,766.

    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 5,722 shares
    Change vs previous 13F -121 shares

    0.19% of the 13F portfolio, value $4,557,221.

    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 5,843 shares
    Change vs previous 13F +91 shares

    0.19% of the 13F portfolio, value $4,135,378.

    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 5,752 shares
    Change vs previous 13F +1,111 shares

    0.17% of the 13F portfolio, value $3,142,670.

    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 4,641 shares
    Change vs previous 13F +467 shares

    0.15% of the 13F portfolio, value $2,657,585.

    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 4,174 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,066,401.

    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).