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Disclosery

Zhang Financial LLC: ITOT position timeline

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

Zhang Financial LLC held 1,246,429 ITOT 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 1,246,429 shares
    Change vs previous 13F +64,477 shares

    5.98% of the 13F portfolio, value $204,750,974.

    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 1,181,952 shares
    Change vs previous 13F +130,075 shares

    5.82% of the 13F portfolio, value $168,345,379.

    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 1,051,877 shares
    Change vs previous 13F +81,977 shares

    5.83% of the 13F portfolio, value $156,403,599.

    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 969,900 shares
    Change vs previous 13F +91,308 shares

    5.74% of the 13F portfolio, value $141,265,965.

    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 878,592 shares
    Change vs previous 13F +139,803 shares

    5.47% of the 13F portfolio, value $118,645,099.

    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 738,789 shares
    Change vs previous 13F +74,121 shares

    4.77% of the 13F portfolio, value $90,139,671.

    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 664,668 shares
    Change vs previous 13F -3,101 shares

    4.89% of the 13F portfolio, value $85,489,648.

    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 667,769 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $83,885,152.

    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).