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Disclosery

Zhang Financial LLC: IWF position timeline

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

Zhang Financial LLC held 18,458 IWF 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 18,458 shares
    Change vs previous 13F +13,705 shares

    0.07% of the 13F portfolio, value $2,291,888.

    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 4,753 shares
    Change vs previous 13F +671 shares

    0.07% of the 13F portfolio, value $2,027,001.

    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 4,082 shares
    Change vs previous 13F +463 shares

    0.07% of the 13F portfolio, value $1,932,109.

    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 3,619 shares
    Change vs previous 13F +784 shares

    0.07% of the 13F portfolio, value $1,695,404.

    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 2,835 shares
    Change vs previous 13F -219 shares

    0.06% of the 13F portfolio, value $1,203,711.

    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 3,054 shares
    Change vs previous 13F +222 shares

    0.06% of the 13F portfolio, value $1,102,613.

    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 2,832 shares
    Change vs previous 13F -71 shares

    0.07% of the 13F portfolio, value $1,137,235.

    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 2,903 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,089,838.

    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).