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Disclosery

Zhang Financial LLC: IWB position timeline

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

Zhang Financial LLC held 7,265 IWB 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 7,265 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,975,019.

    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 7,265 shares
    Change vs previous 13F +842 shares

    0.09% of the 13F portfolio, value $2,590,408.

    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 6,423 shares
    Change vs previous 13F +89 shares

    0.09% of the 13F portfolio, value $2,398,606.

    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 6,334 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,314,949.

    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 6,334 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,150,836.

    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 6,334 shares
    Change vs previous 13F +4,478 shares

    0.1% of the 13F portfolio, value $1,942,892.

    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 1,856 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $597,928.

    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 1,856 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $583,509.

    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).