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Disclosery

Zhang Financial LLC: IWD position timeline

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

Zhang Financial LLC held 5,366 IWD 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 5,366 shares
    Change vs previous 13F +205 shares

    0.04% of the 13F portfolio, value $1,300,839.

    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 5,161 shares
    Change vs previous 13F +918 shares

    0.04% of the 13F portfolio, value $1,102,745.

    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 4,243 shares
    Change vs previous 13F +164 shares

    0.03% of the 13F portfolio, value $892,429.

    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 4,079 shares
    Change vs previous 13F +1,303 shares

    0.03% of the 13F portfolio, value $830,504.

    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 2,776 shares
    Change vs previous 13F -37 shares

    0.02% of the 13F portfolio, value $539,255.

    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 2,813 shares
    Change vs previous 13F +823 shares

    0.03% of the 13F portfolio, value $529,391.

    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 1,990 shares
    Change vs previous 13F -70 shares

    0.02% of the 13F portfolio, value $368,387.

    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 2,060 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $390,976.

    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).