Skip to content
Disclosery

Zhang Financial LLC: IBIT position timeline

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

Zhang Financial LLC held 330,775 IBIT 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 330,775 shares
    Change vs previous 13F -1,527 shares

    0.32% of the 13F portfolio, value $11,011,509.

    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 332,302 shares
    Change vs previous 13F +5,149 shares

    0.44% of the 13F portfolio, value $12,767,048.

    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 327,153 shares
    Change vs previous 13F +17,933 shares

    0.61% of the 13F portfolio, value $16,243,152.

    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 309,220 shares
    Change vs previous 13F +468 shares

    0.82% of the 13F portfolio, value $20,099,300.

    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 308,752 shares
    Change vs previous 13F -2,230 shares

    0.87% of the 13F portfolio, value $18,898,706.

    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 310,982 shares
    Change vs previous 13F +15,110 shares

    0.77% of the 13F portfolio, value $14,557,068.

    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 295,872 shares
    Change vs previous 13F +21,629 shares

    0.9% of the 13F portfolio, value $15,696,008.

    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 274,243 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $9,908,397.

    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).