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Disclosery

Zhang Financial LLC: IVW position timeline

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

Zhang Financial LLC held 15,241 IVW 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 15,241 shares
    Change vs previous 13F -43 shares

    0.06% of the 13F portfolio, value $2,096,125.

    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 15,284 shares
    Change vs previous 13F +148 shares

    0.06% of the 13F portfolio, value $1,728,820.

    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 15,136 shares
    Change vs previous 13F -599 shares

    0.07% of the 13F portfolio, value $1,865,682.

    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 15,735 shares
    Change vs previous 13F +3,830 shares

    0.08% of the 13F portfolio, value $1,899,530.

    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 11,905 shares
    Change vs previous 13F -598 shares

    0.06% of the 13F portfolio, value $1,310,733.

    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 12,503 shares
    Change vs previous 13F +4,785 shares

    0.06% of the 13F portfolio, value $1,160,661.

    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 7,718 shares
    Change vs previous 13F +3,680 shares

    0.04% of the 13F portfolio, value $783,577.

    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 4,038 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $386,639.

    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).