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Disclosery

Zhang Financial LLC: IJR position timeline

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

Zhang Financial LLC held 17,553 IJR 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 17,553 shares
    Change vs previous 13F +76 shares

    0.08% of the 13F portfolio, value $2,603,337.

    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 17,477 shares
    Change vs previous 13F +71 shares

    0.08% of the 13F portfolio, value $2,172,591.

    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 17,406 shares
    Change vs previous 13F +522 shares

    0.08% of the 13F portfolio, value $2,091,904.

    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 16,884 shares
    Change vs previous 13F +427 shares

    0.08% of the 13F portfolio, value $2,006,259.

    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 16,457 shares
    Change vs previous 13F +383 shares

    0.08% of the 13F portfolio, value $1,798,542.

    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 16,074 shares
    Change vs previous 13F +39 shares

    0.09% of the 13F portfolio, value $1,680,870.

    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 16,035 shares
    Change vs previous 13F +406 shares

    0.11% of the 13F portfolio, value $1,847,603.

    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 15,629 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,828,007.

    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).